Management Trainee Program leading to positions in Sales & Marketing & Relationship Management for f

Company Profile :

We promoted Prokens Opesmetrics in 2006 to put clients’ interests first and simplify personal finance. Our founding ethos hasn’t changed and has gone from strength to strength. We have grown as large distributors of mutual funds meeting many investment objectives. We also distribute new age products viz SIF & Gift City offerings. We value our commitment to putting the client’s interests first and doing the right things with high levels of transparency through regular disclosures. 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.

1.We are empanelled with all leading Asset Management Companies of India

2.We are associates of PhillipCapital for ETFs and Stocks.

3.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

Roles & Responsibilities :

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.

What we are looking for in a candidate :

1. The candidate must possess strong interpersonal and communication skills (Written, Verbal, and Presentation).

Quick learner and willing to invest in self-development / learning continuously.

3. Keen Interest in Personal Finance, Financial Markets, Mutual Funds & Wealth Management and Insurance.

4. High-level numeracy, ability to use technology platforms, quantitative analysis, MS Excel, AI tools and Office apps.

5. Unquestionable personal integrity and professional ethics.

6. Complete and maintain all required compliance certifications.

7. Excellent verbal and written communication skills.

8. Ability to prioritize, pre-empt issues & ask questions, work independently and in a team,

and take on new initiatives.

Qualification / Certification Requirement :

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.

1. Self-learning modules on

‘Time Value of Money.’

2. Basic statistical analysis of Portfolios

3. Basics of Behavioural Finance

4. Relevant NISM Certifications

Allowance / Salary :

During the tenure of Management Training you will be paid a salary of Rs.15000 / -. 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.

Industry Profile :

A mutual fund is an investment vehicle for individual investors to take exposure to financial

and capital markets. India has over fifty SEBI registered Asset Management Companies (AMCs),

which collectively offer thousands of schemes with many plans and options, covering all major

asset classes such as equities, debt, gold, global equities, and commodities. The Securities

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. At present, it manages nearly 70+ Lakh Crore Rupees.

The Industry is poised to grow multi-fold in the next ten years in line with India being one of the

most vibrant economies in the world. Team Prokens is ambitious to capture the opportunity a

growing economy such as India provides.