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Mutual Funds Sales Job Vacancies in Jodhpur

  • 0 - 2 yrs
  • 2.8 Lac/Yr
  • Jodhpur
Communication Marketing Market Analysis Market Forecasting Mutual Funds Sales
Job Title: Relationship Manager Stock Broking/Equity MarketsLocation: JodhpurExperienced Required: 0 - 2 years ( Freshers may apply)Department: Sales / Client RelationshipReports to: Sales Head / Branch ManagerSalary Bracket: 1.8 2.4 LPA (Fixed) + Performance-Based IncentivesJob Type: Full-TimeJob Summary:We are looking for a proactive and client-focused Relationship Manager to join our stock broking team. The ideal candidate will be responsible for acquiring new clients, managing relationships with existing clients, and helping them with their investments in equity, derivatives, mutual funds, and other financial products. A strong understanding of capital markets and a passion for client service are essential.Key Responsibilities: Client Acquisition: Identify and acquire new retail and HNI clients. Generate leads through cold calling, networking, and referrals. Conduct product presentations and demos to prospective clients. Client Servicing & Relationship Management: Act as the primary point of contact for assigned clients. Understand clients investment needs and risk profiles. Provide market insights, trading recommendations, and portfolio advice. Ensure high levels of client satisfaction and retention. Sales & Revenue Generation: Achieve monthly and quarterly sales and revenue targets. Cross-sell a range of investment products such as mutual funds, IPOs, bonds, insurance, etc. Promote usage of digital trading platforms and mobile apps. Market Knowledge & Compliance: Keep up to date with market trends, news, and regulatory changes. Ensure adherence to all compliance and regulatory guidelines of SEBI, exchanges, and internalpolicies. Maintain proper documentation of client onboarding and transactions.Requirements: Bachelors degree in Finance, Commerce, Economics, or related field. Some experience in stock broking, financial services, or wealth management. Freshers with a strong interest in stock markets and a willingness to learn are most welcome to apply.Comprehensive training and mentorship will be provided. NISM Certification (Series VIII: Equity Derivatives) Mandatory. Strong understanding of equity markets, technical and fundamental analysis. Excellent communication, interpersonal, and client servicing skills. Goal-oriented, self-motivated, and proactive.Key Skills: Client Relationship Management Equity and Derivatives Market Knowledge Sales and Business Development Financial Product Knowledge Communication and Presentation SkillsPerks and Benefits: Competitive salary with performance-linked incentives Exposure to capital markets and investment products Training and development opportunities Fast-track career growth for high performersAbout Company:Finsense Securities is a trusted franchisee of Motilal Oswal Financial Services Ltd., based in Jodhpur. With a strong focus on client-centric solutions, the firm provides a wide range of financial products and services to cater to diverse investment needs.The offerings include equity trading, commodities, derivatives, mutual funds, portfolio management services (PMS), insurance, and wealth management solutions. Backed by the robust research and technology platform of Motilal Oswal, Finsense Securities empowers investors with expert guidance, real-time insights, and advanced tools to make informed financial decisions.With a team of qualified advisors and years of experience in the industry, Finsense Securities is committed todelivering long-term value, transparency, and personalized financial strategies for individuals and businesses alike.If you're looking for a rewarding career opportunity with immense growth potential in the stock market industry, share your resume with us at hr.finsense@gmail.com.We're excited to connect with driven individuals like you!
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Sale Manager

Prerana Hr Solution

Retail Sales Manager Field Sales Executive Field Officer Customer Acquisition Banking Sales BFSI Market Executive Sales Executive Loan Sales Executive Insurance Advisor Insurance Sales Executive Credit Card Reconciliation Mutual Funds Sales Home Loan Walk in
ROLE & RESPONSIBILITY:Drive business for improving market share, profitability & growth across channels and products for the branch through demand generation, fulfillment and portfolio management with strong focus for growth in affordable segment. Driving business through acquiring new customers in the allocated region with focus to improve the affordable reach Nurturing the relationship with all sourcing partners - Connectors, Referral Partners and I Bank Enhancing business through increase in market share of affordable mortgage and deeper geography penetration along with other products i.e. LAP, Mortgage, Home Loan. Ensuring high levels of engagement for effective pre & post customer service. Responsible for login of files and ensuring smooth processing of files using available digital methods Complete control of NPA and Collections / overdue cases sourced Maintenance of portfolio health by ensuring lend to collect culture is followed up to the last mile Liaison with and manages legal, technical, collection, FI and RCU vendors Strong focus on post onboarding services, customer retention and audit management KEY SKILLS Understanding of mortgage related products and credit policies Regulatory, legal and compliance Knowledge relating to the mortgage industry Thorough understanding of market landscape and competitors in the region Selling and negotiation skills Excellent relationship management skills Good articulation and communication skills
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