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