Sales Manager- Mutual Fund

JK Securities Pvt. Ltd.

Job Summary

We are looking for a candidate to generate leads and convert existing leads, helping clients to invest in Mutual

Funds and monitor the Mutual Fund portfolio of the client and provide required services, thus growing the total

Assets under Management. The role will involve conducting meeting with various clients and providing suitable

funds for investment as per the client's requirements and investment goals.

Roles & Responsibilities

Acquire new clients for Mutual Funds through networking, database, and references.

Understand the Mutual Fund markets and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the MF market & types of Mutual Funds

Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaigns

Stay updated on MF trends and offerings, fund managers and the historical performance of various funds

Candidate Profile & Skill Requirements

Bachelors Degree in Finance or related business field

2+ years experience in Mutual Fund industry

Exceptional interpersonal communication and relationship-building skills

Strong understanding of broking industry and various offerings in the market

About JK Securities

JK Securities pioneered the simple concept of providing individuals with the facility to trade offline. This

revolution has given the company the first-mover advantage in offline trading in the area. As a creative innovator,

JK Securities uses advanced technology in offline & online trading to meet client requirements such as

customized online trading platforms and many other services.

Over the years, JK has evolved from a standalone brokerage firm to a one-stop solution for all financial services.

With a wide distribution network of 12 branches and 56 business associates in the state of Gujarat &

Maharashtra

Experience : 2 - 5 Years

No. of Openings : 01

Education : Any Bachelor Degree

Role : Sales Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India