Trainee Sales Team Leader

We promoted Prokens Opesmetrics in 2006 to put clients’ interests first and simplify personal finance. We have grown as large distributors of mutual funds meeting many investment objectives. Adhering to AMFI guidelines, undergoing Unified Due Diligence (UDD) Process Audits successfully, and using cutting-edge digital technologies and tools – all these have endeared us to our clients and make us the ‘go to’ place for every thoughtful investor in Mutual Funds, Insurance, ETF/Stocks, Bonds, etc. We cater to more than 700 individuals and families across various profiles, such as salaried individuals, professionals and business persons, early retirees, retirees, and High Net Worth Individuals.   We are empanelled with all leading Asset Management Companies of India We work with Bajaj Capital for health insurance, life insurance, and annuities. Job description – Graduate / Post Graduate Management Training Programme leading to positions in Sales & Marketing and Relationship Management - Only freshers need to apply We seek candidates with solid self-motivation to join our growth journey and support the organization’s Sales & Marketing, Relationship Management needs. Upon successfully completing the training, you will be appointed in one of these roles Training Period : 6 Months, extendable if needed. Training will be held in two stages : Stage 1 - Initial 3 months for completion of necessary skills & NISM Certification, Stage 2 – Upon successful completion of Stage 1 you will undergo hands on training with Senior Team Members Executive - Relationship Management : In this role you will analyze the existing products bouquet to determine the suitability of schemes per the investor’s risk profile and objectives. You would work across different technology platforms to track the transactional level information, monitor the products’ performance, allocate various asset categories, perform research, and generate appropriate reports. The role involves regular interaction with existing & prospective clients, relationship managers of various product manufacturers, and Prokens internal team members. # Executive - Sales & Marketing Executive - The ideal candidate should be outgoing, persuasive, and passionate about personal finance. This role involves engaging with potential clients, explaining the benefits of mutual funds and wealth products, and building long-term relationships based on trust and integrity. Keen Interest in Personal Finance, Financial Markets, Mutual Funds & Wealth Management and Insurance. High-level numeracy, ability to use technology platforms, quantitative analysis, MS Excel, AI tools and Office apps. Undergraduate/Post-Graduates in Finance, Commerce, Economics, Statistics, Marketing, or Business Management and with a keen interest in working in financial services can apply. The selected candidate must study and pass the required regulatory examinations within the first three months of training.   Basic statistical analysis of Portfolios Relevant NISM Certifications Allowance/Salary: During the tenure of Management Training you will be paid a salary of Rs.Upon successful completion of Training, you will be appointed as Relationship Executive or Sales & Marketing Executive. Salary will be commensurate with the selected candidate’s qualifications and performance during the training period and more importantly willingness to learn and stay current with the Financial Services Industry. Data Privacy, Confidentiality & Non-disclosure Candidates selected as Management Trainees should sign a data confidentiality and non-disclosure agreement with the Company. A mutual fund is an investment vehicle for individual investors to take exposure to financial India has over fifty SEBI registered Asset Management Companies (AMCs), asset classes such as equities, debt, gold, global equities, and commodities. Exchange Board of India regulates the mutual fund industry. India’s Mutual Fund Industry is one of today's fastest-growing and most competitive financial sector. Assets Under Management (AUM) has increased manifold in the last decade.