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