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Senior Relationship Manager - Broking
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Senior Relationship Manager - Broking1
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About the Job
Skills
Company Overview
JK Securities Private Limited, located in Ahmedabad, has a prolific track record spanning over two decades in providing diverse services to investors. The company holds membership of esteemed exchanges including BSE, NSE, MCX, NCDEX, NSE F&O, and NSE Currency Derivatives, and is a Depository Participant of NDSL. Additionally, JK Securities is engaged in e-Insurance, TIN/TAN Services, Mutual Fund and IPO distribution, among other financial services. The company employs between 51 to 200 employees. More details can be found on our website: JK Securities Private Limited.
Job Overview
The Senior Relationship Manager - Broking role at JK Securities Private Limited is a full-time, mid-level position based in Mumbai. The role primarily focuses on managing client relationships, leveraging financial markets knowledge, and driving sales. Candidates should have a maximum of 6 years of work experience in relevant fields.
Qualifications and Skills
- Client Relationship Management (Mandatory skill)
- Financial Markets Knowledge (Mandatory skill)
- Sales Skills (Mandatory skill)
- Understanding of Various Investment Products including Mutual Funds and IPOs
- Proven track record in New Client Acquisitions
- Experience in Equity Trading and other related financial services
- Excellent communication and negotiation skills with the ability to manage multiple clients
- Solid analytical and problem-solving skills to assess client needs and provide appropriate solutions
Roles and Responsibilities
- Manage and nurture relationships with existing clients to ensure long-term engagement and satisfaction
- Identify and engage potential new clients to expand the firm's customer base
- Provide expert advice and information on a range of investment products, including equities, mutual funds, and IPOs
- Stay updated with the latest trends in financial markets to provide informed guidance to clients
- Coordinate with internal teams to execute equity trading and other investment transactions efficiently
- Meet sales targets regularly by promoting and selling financial services to clients
- Conduct regular reviews and follow-ups with clients to reassess their investment portfolios and provide timely updates
- Ensure compliance with all regulatory requirements and company policies in all client interactions
About the company
Industry
Financial Services
Company Size
51-200 Employees
Headquarter
Ahmedabad
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