JK Securities has a track record of about two decades in Service to the investors. During these years we acquired membership of BSE, NSE, MCX, NCDEX, NSE F&amp;O and NSE Currency Derivatives. We are a Depository Participant of NDSL. We are also active in e-Insurance, TIN/TAN Services, Mutual Fund and IPO distribution and many more.

Sales Coordinator Position Overview:A Sales Coordinator in the broking industry plays a pivotal role in supporting the sales team and facilitating the smooth functioning of brokerage services within a financial institution or brokerage firm. This position involves coordinating various aspects of the sales process, ensuring compliance with regulations, and providing essential administrative and customer support to the brokers and clients. Key Responsibilities: Client Relationship Management:<ul><li>Act as a primary point of contact for clients, addressing their inquiries, and providing prompt and accurate responses.</li><li>Assist brokers in maintaining positive relationships with clients, understanding their investment needs, and addressing their concerns effectively.</li><li>Coordinate client meetings, appointments, and follow-ups to ensure superior customer service.</li></ul> Administrative Support:<ul><li>Provide administrative assistance to brokers, including managing calendars, scheduling client meetings, and organizing documentation.</li><li>Assist in the preparation of brokerage agreements, contracts, and account opening forms.</li><li>Handle routine administrative tasks to streamline operations and maintain records accurately.</li></ul> Sales Support:<ul><li>Collaborate with the sales team to ensure seamless coordination between front-office and back-office operations.</li><li>Assist brokers in preparing proposals, presentations, and market updates for clients.</li><li>Support the team in achieving sales targets and revenue goals.</li></ul> Regulatory Compliance:<ul><li>Stay up-to-date with industry regulations, policies, and compliance requirements.</li><li>Ensure that all brokerage activities comply with regulatory standards and internal policies.</li><li>Collaborate with the compliance team to handle any compliance-related matters.</li></ul> Sales Coordination and Reporting:<ul><li>Coordinate with different internal teams, such as operations, research, and finance, to ensure efficient sales processes.</li><li>Prepare sales performance reports and metrics for management and the sales team.</li><li>Analyze sales data to identify trends and areas for improvement.</li></ul> Skills and Qualifications:<ul><li>Previous experience in a sales support or coordination role in the broking or financial industry is preferred.</li><li>Strong knowledge of financial products and investment instruments.</li><li>Excellent communication skills, both written and verbal, with a customer-centric approach.</li><li>Proficiency in using CRM software and other relevant tools.</li><li>Attention to detail and accuracy in handling client documentation and transactions.</li><li>Ability to work well under pressure and meet deadlines in a fast-paced environment.</li><li>Familiarity with regulatory requirements and compliance practices in the broking industry.</li><li>Analytical mindset to interpret market data and trends.</li><li>Collaborative and team-oriented approach to work.</li></ul> In the broking industry, the role of a Sales Coordinator is essential in supporting brokers, managing client relationships, and ensuring compliance with regulations, ultimately contributing to the success and growth of the brokerage firm.

Roles &amp; Responsibilities<ul><li>Candidate should have fair understanding of security market products (Equity Cash, Equity Futures and Options &amp; Currency Derivatives) and performing of BOD and EOD activities. Candidate is expected to complete the daily BOD activity before market starts and ensure client positions, margins are set up on timely basis and no client impact.</li><li>Candidate should have hands an experience of independently handling broking risk desk, understanding of Products like CNC, NRML, acceptable collateral with applicable valuations etc.</li><li>Thorough understanding of margin requirement for Cash and Derivatives segment i.e. SPAN, Peak/EOD margin, intraday margin etc.</li><li>Client set up on trading system, setting up applicable broking rules as per the client segment, updation of margin, margin withdrawal, mapping of restricted security basket to respective category of clients</li><li>Regular monitoring illiquid, banned securities from exchanges (BSE/NSE) and maintenance of restricted basket for each category of clients present in the RMS.</li><li>Should be familiar and hands on experience of monitoring of client position on real time basis, margin call process, margin alert, position square off process.</li><li>Candidate is required to closely work with dealing team and risk head for reviewing risk management policy and setting up process for new products or changes.</li><li>It’s expected to closely working with Broking Ops team and FO for margining process, tracking and follow up with FO for timely settlements and follow escalation matrix as per risk policy</li><li>Candidate should ensure that client trades in all segments are executed in compliance with regulatory requirements and risk policy.</li><li>Limit setting up on exchange terminals at entity level in accordance with the capital placed at the exchange, client set up on trading system, monitor the utilization levels in each of the segments and ascertain the total value of exposure to be allowed to the dealers for each of the segments.</li><li>Ensure BAU is performed as per the SLA and in controlled manner to avoid any errors or audit observations.</li><li>Candidate should able to manage seemliness implementation of changes, UAT in dealing system. Working experience on TechXL system would be added advantage.</li><li>Candidate should be capable of managing multiple projects, system migration along with BAU.</li><li>Liaise with market intermediaries such as exchanges, custodies, DPs.</li><li>Thorough understanding of Capital Market business.</li><li>Demonstrates clear understanding of broking risk systems, exchange terminals, products and processes</li><li>Good knowledge of accounting principles.</li><li>Escalates breaches of policies and procedures appropriately</li><li>Understands and complies with all applicable governance, compliance, risk policies and procedures</li><li>Requires no supervision. Manages time and prioritises workload. Ensures the output of the team is delivered on time</li><li>Individual should be able to understand the regulatory circulars and according implement the same within the given timelines by coordinating with Technology /Product /Business/Compliance.</li><li>Candidate should be able to design &amp; implement robust controls and take corrective actions where necessary.</li><li>Should be expertise in client servicing and a solution provider to the stakeholder as well to this team.</li><li>Candidate should also able to take additional responsibility to support AML monitoring, working with MLRO on monitoring alerts and closure process, &amp; also able to support reconciliation activity.</li><li> </li></ul>Candidate Profile &amp; Skill Requirements <ul><li>Fair understanding of regulatory circulars, compliance requirements &amp; regulatory filings of Broking licence with Exchanges/SEBI.</li><li>Knowledge of the securities market (Cash, FNO, CDS and IRF segment) – risk management, recons, corporate actions, daily reporting to exchange, collateral management etc.</li><li>Solid analytical skills with ability to prepare reports/resolve problems</li><li>Excellent interpersonal skills</li><li>Operate effectively in a dynamic environment with tight deadlines, and can prioritize one’s own work to achieve them</li><li>CA/ICWAI or equivalent degree in finance</li><li>Previous experience of independently managing broking risk desk.</li><li>Fair understanding of regulatory requirements of broking risk management, implementation of new requirements and regulatory filling</li></ul>

Company OverviewJK 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&amp;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: <a href="http://www.jksecurities.com" rel="noopener noreferrer" target="_blank">JK Securities Private Limited</a>. Job OverviewThe 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<ul><li>Client Relationship Management (Mandatory skill)</li><li>Financial Markets Knowledge (Mandatory skill)</li><li>Sales Skills (Mandatory skill)</li><li>Understanding of Various Investment Products including Mutual Funds and IPOs</li><li>Proven track record in New Client Acquisitions</li><li>Experience in Equity Trading and other related financial services</li><li>Excellent communication and negotiation skills with the ability to manage multiple clients</li><li>Solid analytical and problem-solving skills to assess client needs and provide appropriate solutions</li></ul> Roles and Responsibilities<ul><li>Manage and nurture relationships with existing clients to ensure long-term engagement and satisfaction</li><li>Identify and engage potential new clients to expand the firm's customer base</li><li>Provide expert advice and information on a range of investment products, including equities, mutual funds, and IPOs</li><li>Stay updated with the latest trends in financial markets to provide informed guidance to clients</li><li>Coordinate with internal teams to execute equity trading and other investment transactions efficiently</li><li>Meet sales targets regularly by promoting and selling financial services to clients</li><li>Conduct regular reviews and follow-ups with clients to reassess their investment portfolios and provide timely updates</li><li>Ensure compliance with all regulatory requirements and company policies in all client interactions</li></ul>

Company OverviewJK Securities Private Limited has a track record of about two decades in service to investors. With membership in BSE, NSE, MCX, NCDEX, NSE F&amp;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 OverviewWe 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<ul><li>Financial Markets Knowledge (Mandatory skill)</li><li>Investment Products Understanding (Mandatory skill)</li><li>Sales Skills (Mandatory skill)</li><li>Client Relationship Management skills to effectively nurture and maintain investor relations.</li><li>Risk Management skills for identifying and mitigating potential financial risks.</li><li>Excellent Communication Skills to articulate financial concepts clearly to clients.</li><li>Negotiation Skills to facilitate financial transactions and agreements beneficial to clients.</li><li>Analytical Skills for interpreting market trends and advising clients accordingly.</li></ul> Roles and Responsibilities<ul><li>Manage and enhance relationships with a portfolio of existing clients to foster long-term engagements.</li><li>Understand clients' financial goals and offer suitable investment advice and products.</li><li>Keep abreast of market trends, financial news, and updates to guide clients effectively.</li><li>Execute trades on behalf of clients while ensuring compliance with legal and regulatory requirements.</li><li>Conduct regular reviews and assessments of clients' investment portfolios to ensure alignment with their objectives.</li><li>Provide knowledgeable investment advice and financial planning resources to clients.</li><li>Identify new business opportunities and contribute to the growth of the client base.</li><li>Prepare and present periodic reports on client portfolios and performance metrics.</li></ul>

Company Overview JK Securities Private Limited has a track record of about two decades in service to investors. During these years we acquired membership of BSE, NSE, MCX, NCDEX, NSE F&amp;O, and NSE Currency Derivatives. We are a Depository Participant of NDSL and are active in e-Insurance, TIN/TAN Services, Mutual Fund, and IPO distribution among others. Headquartered in Ahmedabad with 51-200 employees, we belong to the Financial Services industry. For more information, visit <a href="http://www.jksecurities.com" rel="noopener noreferrer" target="_blank">www.jksecurities.com</a>. Job Overview We are seeking a Junior Relationship Manager - Broking to join our team in Bharuch on a full-time basis. The ideal candidate will have a minimum of 1 year and a maximum of 3 years of work experience in Client Relationship Management and Sales. As a Relationship Manager, you will play a pivotal role in enhancing client relationships and driving sales. Qualifications and Skills<ul><li>Client Relationship Management (Mandatory skill): Experience in managing and nurturing client relationships effectively.</li><li>Sales Skills (Mandatory skill): Proven sales ability with a track record of meeting or exceeding sales targets.</li><li>Financial Markets Knowledge: Strong understanding of the financial markets and their dynamics.</li><li>Investment Products Understanding: Familiarity with various investment products and their features.</li><li>Risk Management: Skills in identifying and managing financial risks associated with investments.</li><li>Communication Skills: Excellent verbal and written communication skills to interact with clients and colleagues.</li><li>Negotiation Skills: Ability to negotiate effectively with clients to close deals and resolve issues.</li><li>Analytical Skills: Strong analytical skills to assess financial information and market trends.</li></ul> Roles and Responsibilities<ul><li>Manage and develop long-term relationships with clients to ensure customer satisfaction and loyalty.</li><li>Drive sales of financial products and services offered by JK Securities.</li><li>Provide clients with information about investment options and market trends.</li><li>Identify and assess client needs and provide appropriate recommendations.</li><li>Resolve client issues promptly and effectively to maintain high levels of client satisfaction.</li><li>Monitor and follow up on client portfolios to ensure alignment with their investment goals.</li><li>Collaborate with internal teams to cross-sell services and enhance overall client experience.</li><li>Stay updated with industry developments, new products, and regulatory changes.</li></ul>

JK Securities Private Limited

Sales Coordinator

RMS Executive

Senior Relationship Manager - Broking

Relationship Manager - Broking

Relationship Manager - Broking