JK Securities

Specific Responsibilities:

• Design social media creatives, banners, posters and advertisements.
• Create content for Instagram, Facebook, LinkedIn and WhatsApp
• Design brochures, flyers, presentations and marketing materials.
• Develop creatives for financial products and promotional campaigns.
• Maintain brand consistency across digital and print media.
• Edit images, videos and promotional reels.
• Coordinate with Marketing and Business Development teams.

Key Performance Indicators:

• Quality and creativity of designs.
• Timely completion of design assignments.
• Number of creatives delivered.
• Brand consistency and design accuracy.
• Social media campaign support.
• Revisions and error-free delivery.

Technical Competencies /Skills:

• Adobe Photoshop & Illustrator.
• Canva & CorelDRAW
• Basic Video Editing
• Premiere Pro / After Effects.
• Typography, Colour Combination & Layout Design.
• Social Media Creative Designing.
• Visual Communication & Branding.

Experience:

• 1–3 Years in Graphic Designing
• Digital Marketing or Creative Designing.

Specific Responsibilities:

• Drive branch revenue and business development.
• Acquire new clients and activate trading accounts.
• Promote Equity, Derivatives, MF, IPOs and other financial products.
• Lead, manage and monitor branch team performance.
• Handle HNI clients and key client escalations.
• Manage branch operations and regulatory compliance.
• Monitor trading activities, client exposure and risk.
• Coordinate with HO departments and maintain MIS reports.

Key Performance Indicators:

• Branch revenue and profitability.
• New client acquisition and account activation.
• Client retention and cross-selling.
• Achievement of business targets.
• Team productivity and performance
• Compliance and audit results.
• Risk and operational management.

Technical Competencies /Skills:

• Stock Broking & Capital Market Knowledge.
• Equity & Derivatives
• Business Development & Revenue Generation.
• Team Leadership & People Management.
• Client Relationship Management.
• SEBI, NSE & BSE Compliance.
• RMS & Risk Management
• MS Excel & MIS Reporting.

Experience:

• 6–10 Years in Stock Broking
• Financial Services

Specific Responsibilities:

• Handle customer queries through calls, emails and chat.
• Resolve complex customer complaints and service requests.
• Manage Mutual Fund and PMS transactions (Purchase, Redemption, Switch).
• Handle client queries related to NAV, holdings and statements.
• Manage IPO applications, bidding and allotment-related queries.
• Coordinate with AMCs and internal departments.
• Maintain customer records and MIS reports.
• Support team members and improve service quality.

Key Performance Indicators:

• Customer query resolution TAT.
• Customer satisfaction.
• Transaction processing accuracy.
• Complaint resolution rate.
• IPO and MF query resolution.
• MIS reporting accuracy.
• Service quality and team support.

Technical Competencies /Skills:

• Mutual Funds & PMS Operations.
• IPO Process & Application Handling.
• Stock Market Knowledge.
• Purchase, Redemption & Switch Transactions.
• NAV, Holdings & Portfolio Statements.
• Customer Relationship Management.
• MS Office, Excel & CRM.
• Communication & Problem-Solving Skills.

Experience:

• 3–5 Years in Stock Broking
• Mutual Funds
• PMS or Financial Services

Specific Responsibilities:

• Execute client orders in Equity and Derivatives.
• Handle orders received from branches and RMs.
• Monitor market movements and order status.
• Process order modifications and cancellations.
• Coordinate with RMS, Back Office and Compliance.
• Resolve trade-related queries and maintain dealing records.
• Prepare daily dealing MIS reports.

Key Performance Indicators:

• Order execution accuracy.
• Order execution turnaround time (TAT).
• Trade execution errors.
• Branch/client query resolution.
• Compliance adherence.
• Desk productivity.

Technical Competencies /Skills:

• Equity & Derivatives Market Knowledge.
• Trading Terminal Operations.
• Order Management & Trade Execution.
• Market Depth & Price Analysis.
• RMS & Regulatory Compliance.
• MS Excel & MIS Reporting.
• Communication & Quick Decision-Making.

Experience:

• 1–4 Years in Stock Broking
• Centralised Dealing Desk
• Equity/Derivatives Dealing or Trading Operations.

Specific Responsibilities:

• Generate PMS leads and acquire new clients.
• Promote PMS products and investment strategies.
• Coordinate with RMs/BMs for business development.
• Analyse client portfolios and prepare meeting briefs.
• Manage client onboarding, KYC and documentation.
• Handle client queries and post-sales servicing.
• Maintain AUM, sales pipeline and MIS reports.

Key Performance Indicators:

• Number of PMS leads generated.
• New client acquisition and business conversion.
• PMS AUM growth. Client onboarding and KYC completion
• Client satisfaction and query resolution
• Accuracy and timely submission of MIS reports
• Client follow-up and retention.

Technical Competencies /Skills:

• PMS & Wealth Management Products
• Financial Markets Knowledge
• Portfolio Analysis
• Client Acquisition & Relationship Management
• Handling KYC & Documentation
• AUM Tracking & MIS Reporting
• MS Excel

Experience:

• 1–4 Years in PMS
• Wealth Management Stock Broking

Specific Responsibilities:

• Acquire new clients and generate brokerage revenue.
• Manage and maintain existing client relationships.
• Provide market updates, stock ideas, and trading support.
• Increase client trading activity and business.
• Follow up on leads and convert prospects into active clients.
• Coordinate with Research, RMS, Operations, and Back Office teams.
• Resolve client queries and ensure quality service.
• Ensure compliance with company policies and regulatory requirements.

Key Performance Indicators:

• Brokerage / Revenue Generation.
• New Client Acquisition
• Client Activation & Retention
• Trading Volume
• Lead Conversion
• Cross-Selling.
• Monthly / Quarterly Target Achievement.
• Client Satisfaction.

Technical Competencies /Skills:

• Good knowledge of Equity Markets and Trading.
• Knowledge of Demat, Trading Accounts, Equity & basic F&O.
• Strong communication and sales skills.
• Good client relationship management skills.
• NISM certification preferred.
• Graduate in any discipline.

Experience:

• 1–5 years of experience in Equity Broking / Stock Broking / Financial Services.

Specific Responsibilities:

• Acquire new clients and generate brokerage revenue.
• Manage and maintain existing client relationships.
• Provide market updates, stock ideas, and trading support.
• Increase client trading activity and business.
• Follow up on leads and convert prospects into active clients.
• Coordinate with Research, RMS, Operations, and Back Office teams.
• Resolve client queries and ensure quality service.
• Ensure compliance with company policies and regulatory requirements.

Key Performance Indicators:

• Brokerage / Revenue Generation.
• New Client Acquisition
• Client Activation & Retention
• Trading Volume
• Lead Conversion
• Cross-Selling.
• Monthly / Quarterly Target Achievement.
• Client Satisfaction.

Technical Competencies /Skills:

• Good knowledge of Equity Markets and Trading.
• Knowledge of Demat, Trading Accounts, Equity & basic F&O.
• Strong communication and sales skills.
• Good client relationship management skills.
• NISM certification preferred.
• Graduate in any discipline.

Experience:

• 1–5 years of experience in Equity Broking / Stock Broking / Financial Services.

Specific Responsibilities:

• Handle and manage the team to achieve business and revenue targets.
• Drive Private Client Acquisition with a target ticket size of 20 Lakhs.
• Advise clients based on market intelligence and research reports.
• Generate revenue through Equity Broking and cross-selling Third-Party Products such as Mutual Funds, PMS, and AIFs.
• Handle client queries and complaints and ensure timely resolution within TAT.
• Apply strong market knowledge and advanced strategies to increase book size and revenue.
• Monitor and enhance advisory and trading skills through call tracking, weekly target meetings, and conference calls.
• Coordinate with Third-Party Product Manufacturers and other stakeholders.
• Ensure a high level of customer service by providing effective advisory and timely operational support.

Key Performance Indicators:

• Business Development & Revenue Growth.
• Branch Operations Support.
• Team Management & Training
• Compliance & Risk Control.
• Client Relationship Management.
• Reporting & Coordination.

Technical Competencies /Skills:

• Strong knowledge of stockbroking operations and financial products.
• Sales and target-driven mindset.
• Experience in branch/operations management.
• Good understanding of compliance and regulatory processes.
• Leadership and team coordination skills.
• Strong analytical and reporting abilities.
• Excellent communication and negotiation skills.
• Strong problem-solving and decision-making abilities.

Experience:

• 5–8+ years of experience in stockbroking, securities, or financial services.
• Prior experience in branch or regional operations preferred.
• Experience in managing multi-branch performance will be an advantage.