Mutual Funds Job Vacancies in Vadodara

To up sell Mutual Fund products to UHNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client, clientsEnsuring the highest levels of service to the client clients

Responsible for Concept Selling across the region, leveraging distributor relationshipsResponsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agendaTo conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital marketTo actively work on D & E counters with Sales team and include them as part of their branch visitTo work with Sales Team in increasing distribution spread and product MixProviding critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visitSupport to create simpler communication on Focused Products along with Product teamGive market feedback to Investments on Competition Products Positioning and Product sales in marketFeedback to Investments team on Distributor/ Investor queries on Funds/Products

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