KA Group of Companies

Adajan, Surat

Responsibilities1. Managing existing clients & Inactive clients .2. You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.3. Support clients in dealing with Mutual fund software.4. Collection of necessary documents from clients.5. Calling clients and ensuring product sale as well as delivery to client.6. We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.7. New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:1. Excellent communication2. Familiar with Mutual fund & Insurance procedures3. Knowledge of Indian Mutual Fund & Insurance industry4. Interacting in a friendly and professional manner with customers.5. Have basic knowledge of general insurance policies6. Ability to work with computers and understand7. Goal and target oriented8. Excellent skills in communication and presentation9. Experience in delivering client-focused solutions and in creating long-lasting relationships

Job Description:1. Responsible for meeting assigned target of margin collection2. Lead the Team of Dealers and Sales Executive and navigate them to Success.3. Execute trades on live terminal.4. Managing existing clients & Inactive clients5. Know market sentiment via research, valuation and data analysis6. Monitor BSE/NSE and other international market performance7. Provide key clients daily information related to trading and market movements8. Contact all mapped clients through daily/weekly/monthly calls, regularly9. Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company.10. New Client Acquisition and Revenue Generation through Brokerage generation and Sale of Strategies of Equity Market Etc to HNI Clients.11. Preparation And Execution Of Financial Planning12. Understanding of Stock Market.13. Risk Profiling Of Existing & New Clients.14. Regular Portfolio Review of Existing & New Clients.15. Use financial acumen and investment expertise to review a client's profile and develop a plan helping the client to reach his short term and long- term investment goals16. Conduct research and analysis on mutual fund & Insurance schemes17. Providing seamless & superior service delivery18. Travel extensively in the city for meeting prospective clients19. Team Leading

Must have good communication skills. Knows basic computer knowledge. Can handle and communicate through phone calls and emails. Maintain Register & monitor Reception Area. Can handle clients and visitors. Product related back work (Mutual Fund,Stock Market & Insurance) Location: Adajan, Surat Timings: 10:00 am to 6:30 pm. Working days: Monday to Saturday.