Job Description

Relationship Manager Branch Manager Location Mumbai, Anand, Nadiad, Vadodara, Ahmedabad, Vapi, Surat, Borsad, Bharuch, Patna, Aurangabad, Jalna Job Title Reporting To Job Summary We are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue through cross-selling and upselling clients while helping them to make the right investment decisions thus enabling long term wealth creation at the same time. The candidate will also be responsible for growing the client base by converting leads and getting new accounts in the system. Roles & Responsibilities Achieve 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 Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and client servicing 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 Working closely with compliance, legal, and other departments to provide holistic Retail Broking service & support to clientele Collaboration 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 campaigns Conduct 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 Requirements Bachelors 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 relationship-building skills Strong understanding of capital markets and investment management About JK Securities JK Securities pioneered the simple concept of providing individuals with the facility to trade offline. This revolution 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 as customized 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, JK provides a comprehensive gamut of financial services in the Institutional & Retail domain. JK also has a dedicated NRI desk to cater to the needs of NRIs. Today JK has evolved into a well- diversified financial services firm offering a range of financial products and services such as Retail Broking and Distribution, Commodity Broking, Currency Broking, Online Trading, Securities Lending & Borrowings, MFSS, Depository Services, Portfolio Advisory Services, Mutual Funds, Initial Public Offerings, New Pension Scheme, Corporate Fixed Deposits, Bonds, e-Insurance, TIN services, and many other services. The organization\'s culture shares values such as Being People First, Honest & Highly Committed. We hold integrity and trust as the central value guiding our behaviors. Over the years the company has become a "Symbol of Trust" in the Financial Management community in Gujarat. This has been our core value for building the loyal customer base and workforce we have today. Social Media Links https://www.jksecurities.com https://www.linkedin.com/in/jksecurities https://www.facebook.com/JKSecuritiesPvtLtd https://twitter.com/JKSecurities1 https://www.instagram.com/jk_securities

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