JK Securities Pvt. Ltd.

Sardar Ganj, Anand

Job Title: Sales Manager (Mutual Fund)Job Summary: The job description of a Sales Manager in the mutual funddivision of the broking industry involves a combination of leadership, sales,and financial expertise.Sales Strategy: Develop and implement effective sales strategies to achieve businessobjectives. Analyze market trends, customer needs, and competitor activities toidentify opportunities for growth. Collaborate with other departments to align mutual fund offerings withoverall business goals.Client Relationship Management: Build and maintain strong relationships with clients, including individualinvestors and institutional clients. Provide personalized financial advice and recommendations based onclients' financial goals and risk tolerance. Resolve client inquiries and concerns promptly to ensure high levels ofcustomer satisfaction.Product Knowledge: Stay updated on market trends, economic indicators, and regulatorychanges affecting mutual funds. Thoroughly understand the features and benefits of various mutual fundproducts offered by the broking firm. Communicate complex financial concepts in a clear and understandablemanner to clients and team members.Sales Reporting and Analysis: Generate and analyze sales reports to track team and individualperformance. Use data-driven insights to identify areas for improvement andimplement corrective actions. Prepare regular reports for senior management outlining keyperformance indicators and achievements.Business Development: Identify and pursue new business opportunities to expand the client base. Collaborate with marketing teams to develop promotional campaigns andmaterials. Attend industry conferences and networking events to enhance the firm'svisibility.

Job SummaryWe are looking for a candidate to lead the HR team who can make JK Securities a great employment destinationfor the top talent in our industry. The HR Manager will be responsible for evaluating & sourcing talent,onboarding, undertaking employee programs, recommending improvements to employee relations policies, andensuring that all employee-related policies in each department align with our corporate goals and establishedregulations. The candidate will be responsible to create and maintain a culture that attracts top talent to fill openpositions.Roles & Responsibilities Manages end-to-end talent acquisition process, including sourcing, testing, interviewing, hiring, and onboarding. Keep job descriptions up-to-date, accurate, and compliant with relevant details. Ensure that the new hire orientation process is executed properly and introduce new employees to the corporate culture Develop programs to enhance employee relations and offer employee support to each staff member. Handle investigation and resolution of employee issues, concerns and conflicts Deliver compensation and benefit reports and calculations to the executive team each month and manage the payroll process. Act as liaison between the company and outside legal and professional resources to ensure that all employment policies follow current laws and regulations Develop a training and performance management program that ensures all employees are familiar with their job responsibilities, as well as relevant legal and safety requirements Ensure all employment practices comply with national, state and local regulationsCandidate Profile & Skill Requirements Bachelors Degree in Human Resources or related business field 5+ years experience in a human resources position preferably in service industry Comprehensive understanding of local, state, and federal employment laws Exceptional interpersonal communication and relationship-building skills

Job SummaryWe are looking for an experienced and ambitious regional manager to oversee all branches of a region from managing customer relations to implementing business strategies. Applicants should have a good combination of analytical and communication skills as well as the ability to adapt to a constantly evolving industry landscape. The ideal candidate should be excited about building a great team and establishing a good rapport with new and existing clients in the area. Were specifically looking for natural leaders who know what it takes to guide a team to success in a business region.Roles & ResponsibilitiesIdentify, evaluate and manage strategic risks and opportunities.Ensure compliance with company and industry policies and procedures.Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.Maintain fruitful relationships with current customers and establish good relationships with new ones.Develop and oversee sales and marketing strategies.Dealing and execution of trades in Equities, Derivatives, Bonds and CurrenciesManaging resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.Maintaining continuous contact with the people involved in the decision making regarding investmentsAcquiring Clients Internally for increasing revenues to the companyStrengthening and maintaining relationships with High Net Worth clients by offering prioritized servicing and increasing volumes across equity and derivative segments.Error-free and smart trade execution, resolving queries and providing solutions in a timely manner, managing risk, maintaining margins and balances as per daily carry forward positions.Recommending and discussing trading ideas with clients which include arranging analyst meets with clients, sharing news and important developments in particular scrip.

Job SummaryWe are looking for an experienced and ambitious branch manager to oversee all functions of our location from managing customer relations to implementing business strategies. Applicants should have a good combination of analytical and communication skills as well as the ability to adapt to a constantly evolving industry landscape. The ideal candidate should be excited about building a great team and establishing a good rapport with new and existing clients in the area. Were specifically looking for natural leaders who know what it takes to guide a team to success in a business region.Roles & ResponsibilitiesIdentify, evaluate and manage strategic risks and opportunities.Ensure compliance with company and industry policies and procedures.Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.Maintain fruitful relationships with current customers and establish good relationships with new ones.Develop and oversee sales and marketing strategies.Dealing and execution of trades in Equities, Derivatives, Bonds and CurrenciesManaging resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.Maintaining continuous contact with the people involved in the decision making regarding investmentsAcquiring Clients Internally for increasing revenues to the companyStrengthening and maintaining relationships with High Net Worth clients by offering prioritized servicing and increasing volumes across equity and derivative segments.Error-free and smart trade execution, resolving queries and providing solutions in a timely manner, managing risk, maintaining margins and balances as per daily carry forward positions.Recommending and discussing trading ideas with clients which include arranging analyst meets with clients, sharing news and important developments in particular script

Job SummaryWe are looking for a candidate to generate leads and convert existing leads to open New DEMAT accounts ofclients and complete the account opening process. The role will involve traveling to various client locations andcompleting the account opening process and onboarding of new clients.Roles & ResponsibilitiesAcquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.Understand the financial products (Equity, Derivatives, PMS, MF) of the company 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 market, products, the solutions/services of Retail BrokingDeveloping and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaignsStay updated on competitive trends and offerings and convince the client to open New DEMAT account with JK SecuritiesCandidate Profile & Skill RequirementsBachelors Degree in Finance or related business field2+ years experience in Sales or Account Opening in the BFSI industryExceptional interpersonal communication and relationship-building skillsStrong understanding of broking industry and various offerings in the market

Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and getting new accounts in the system. Roles & ResponsibilitiesAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicingAcquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.Understand the financial products (Equity, Derivatives, PMS, MF) of the company 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 market, products, the solutions/services of Retail BrokingWorking closely with compliance, legal, and other departments to provide holistic service & support to clienteleCollaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaignsConduct continuous capital market research to be updated on the latest trends.Responsible for building AUM and revenue generation as per company benchmarks.Candidate Profile & Skill RequirementsBachelors Degree in Finance or related business field.2+ years experience in an RM position in the BFSI industry.NISM Exam clearance & renewal as per requirement.Exceptional interpersonal communication and

Job SummaryWe are looking for a candidate to generate leads and convert existing leads, helping clients to invest in MutualFunds and monitor the Mutual Fund portfolio of the client and provide required services, thus growing the totalAssets under Management. The role will involve conducting meeting with various clients and providing suitablefunds for investment as per the client's requirements and investment goals.Roles & ResponsibilitiesAcquire 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 FundsDeveloping and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaignsStay updated on MF trends and offerings, fund managers and the historical performance of various funds Candidate Profile & Skill RequirementsBachelors Degree in Finance or related business field2+ years experience in Mutual Fund industryExceptional interpersonal communication and relationship-building skillsStrong understanding of broking industry and various offerings in the marketAbout JK SecuritiesJK Securities pioneered the simple concept of providing individuals with the facility to trade offline. Thisrevolution 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 ascustomized 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