Sale Manager

JK Securities Pvt. Ltd.

Job Title: Sales Manager (Mutual Fund)

Job Summary: The job description of a Sales Manager in the mutual fund

division of the broking industry involves a combination of leadership, sales,

and financial expertise.

Sales Strategy:

 Develop and implement effective sales strategies to achieve business

objectives.

 Analyze market trends, customer needs, and competitor activities to

identify opportunities for growth.

 Collaborate with other departments to align mutual fund offerings with

overall business goals.

Client Relationship Management:

 Build and maintain strong relationships with clients, including individual

investors and institutional clients.

 Provide personalized financial advice and recommendations based on

clients' financial goals and risk tolerance.

 Resolve client inquiries and concerns promptly to ensure high levels of

customer satisfaction.

Product Knowledge:

 Stay updated on market trends, economic indicators, and regulatory

changes affecting mutual funds.

 Thoroughly understand the features and benefits of various mutual fund

products offered by the broking firm.

 Communicate complex financial concepts in a clear and understandable

manner to clients and team members.

Sales Reporting and Analysis:

 Generate and analyze sales reports to track team and individual

performance.

 Use data-driven insights to identify areas for improvement and

implement corrective actions.

 Prepare regular reports for senior management outlining key

performance indicators and achievements.

Business Development:

 Identify and pursue new business opportunities to expand the client base.

 Collaborate with marketing teams to develop promotional campaigns and

materials.

 Attend industry conferences and networking events to enhance the firm's

visibility.

• Experience

  1 - 7 Years

• No. of Openings

  1

• Education

  Any Bachelor Degree

• Role

  Sale Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office