Company Overview

JK Securities Private Limited has a track record of about two decades in service to investors. With membership in BSE, NSE, MCX, NCDEX, NSE F&O, and NSE Currency Derivatives, the company also acts as a Depository Participant of NDSL. Active in e-Insurance, TIN/TAN Services, Mutual Fund and IPO distribution, JK Securities is based in Ahmedabad and operates within the Financial Services industry.

Job Overview

We are seeking a dedicated Relationship Manager for our broking services at JK Securities Private Limited. This is a full-time position located in Surat, ideal for a junior-level candidate with 1 to 3 years of work experience. The role demands proficiency in financial markets and investment products, coupled with strong sales skills.

Qualifications and Skills

• Financial Markets Knowledge (Mandatory skill)
• Investment Products Understanding (Mandatory skill)
• Sales Skills (Mandatory skill)
• Client Relationship Management skills to effectively nurture and maintain investor relations.
• Risk Management skills for identifying and mitigating potential financial risks.
• Excellent Communication Skills to articulate financial concepts clearly to clients.
• Negotiation Skills to facilitate financial transactions and agreements beneficial to clients.
• Analytical Skills for interpreting market trends and advising clients accordingly.

Roles and Responsibilities

• Manage and enhance relationships with a portfolio of existing clients to foster long-term engagements.
• Understand clients' financial goals and offer suitable investment advice and products.
• Keep abreast of market trends, financial news, and updates to guide clients effectively.
• Execute trades on behalf of clients while ensuring compliance with legal and regulatory requirements.
• Conduct regular reviews and assessments of clients' investment portfolios to ensure alignment with their objectives.
• Provide knowledgeable investment advice and financial planning resources to clients.
• Identify new business opportunities and contribute to the growth of the client base.
• Prepare and present periodic reports on client portfolios and performance metrics.