Job Description

Execute structured migration plan to convert Equity clients to Derivative segment through relationship mapping and product pitching. Visit clients personally to deliver one-on-one or group training on Derivative product usage, benefits, and risk understanding. Address and resolve all customer queries related to derivative products, contracts, strategies, and market behavior. Branch / Franchisee Development:
Travel to branches / franchisees / business associate locations to promote derivative product adoption. Train their sales & support teams on key derivative concepts, regulatory compliance, and business generation strategies. Ensure full alignment of front teams with Jhaveri Securities' Derivative strategy. Customer Engagement & Strategy Execution: Organize group meetings / seminars / webinars to engage multiple clients in Derivative product understanding and market updates.
Create, promote, and implement simple-to-advanced derivative strategies suited for retail and HNI clients. Track and push volume business around expiry days, ensuring high turnover and client engagement. Business Planning & Execution:
Prepare & implement a Monthly Business Development Plan and Annual Work Plan aligned with company objectives.
Review target achievements and identify corrective actions where necessary. Product & Marketing Development: Collaborate with management to develop and launch new Derivative products / strategies. Build and circulate training collaterals, product notes, pitch documents, marketing tools, and regulatory FAQs for internal and external stakeholders. Leverage marketing tools to promote derivative awareness and confidence among existing and potential clients. Key Skills & Competencies: Expert knowledge of Derivative Products (Futures, Options, Strategies, Hedging).
Strong command over SEBI guidelines, Exchange bylaws, and account opening compliance procedures. Exceptional communication & presentation skills - must be confident to address small and large groups. Analytical mindset to design client-suited strategies. Goal-oriented, energetic, and self-driven with an entrepreneurial spirit. Department

Derivative

Locations

Vadodara

Qualfication

Graduate/ Post Graduate /etam Must

Experience

3 Year