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7 Job openings at JM Finance
About JM Finance

JM Finance is a financial services firm specializing in investment management and financial advisory services.

Virtual Relationship Manager

Mumbai, Thane, Mumbai (All Areas)

1 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Role & responsibilities:- Digital client acquisition of Demat accounts using LMS on provided leads. Ensure the clients downloads our mobile application and complete the KYC process Preferred candidate profile:- Sales driven approach Knowledge of Stock Market-Demat Account, Nifty etc. Good to Average English Speaking and Conversational skills. Should be smart, confident, and presentable. HSC or Graduate qualification required. Any Outbound experience preferred or any BPO Sales experience required. Age Criteria: -20 till 30 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 29K Net depending on last drawn and interview.(Plus, Incentives:-3K till 70K). Training Period:- 3 Days Rounds of Interviews:- HR Round Trainer Round Business Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Yash:9156902218

Virtual Relationship Manager @JM Finance

Mumbai Suburbs, Mumbai, Thane

1 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Role & responsibilities:- Digital client acquisition of Demat accounts using LMS on provided leads. Ensure the clients downloads our mobile application and complete the KYC process Preferred candidate profile:- Sales driven approach Knowledge of Stock Market-Demat Account, Nifty etc. Good to Average English Speaking and Conversational skills. Should be smart, confident, and presentable. HSC or Graduate qualification required. Any Outbound experience preferred or any BPO Sales experience required. Age Criteria: -20 till 30 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 29K Net depending on last drawn and interview.(Plus, Incentives:-3K till 70K). Training Period:- 3 Days Rounds of Interviews:- HR Round Trainer Round Business Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanshree:7796426785

Digital Acquisition Manager @JM Finance

Mumbai Suburbs, Thane, Mumbai (All Areas)

1 - 4 years

INR 1.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Description: Digital Acquisition Manager (Demat Account Opening) Company : JM Financial Services Process : Outbound Demat Account Opening (BlinkX Application) Designation : Digital Client Acquisition Location : Thane Shift : 9:00 AM to 6:00 PM (Rotational Week Off) Salary : 17,000 to 30,000 (In-hand) + Incentives (up to 70,000) Key Responsibilities: Client Acquisition : Reach out to potential clients and assist them in opening Demat accounts using the BlinkX application. App Downloads & KYC : Ensure that clients successfully download the BlinkX app, complete the registration process, and finish the KYC verification to open their Demat accounts. Lead Management : Utilize the provided leads efficiently to meet or exceed daily and monthly acquisition targets. Client Interaction : Provide clarity and answer queries from potential clients regarding the Demat account process and benefits of stock market investments. Record Maintenance : Maintain accurate and updated records of client interactions, account openings, and follow-ups. Key Skills and Qualifications: Communication Skills : Strong verbal and written communication abilities, with the ability to explain financial concepts in a clear and simple manner. Understanding of Financial Products : Basic knowledge of Demat accounts, stock markets, and investment terms such as Nifty 50, Sensex, Stocks, etc. Tech-Savvy : Comfortable using mobile applications and basic digital tools to facilitate the account opening process. Customer Focused : Ability to build rapport with clients and guide them through the account opening process. Target-Driven : Able to meet daily, weekly, and monthly targets with a focus on performance and quality. Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100.

Inside Sales Associate @JM Finance

Navi Mumbai, Mumbai, Thane

1 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Inside Sales Associate - Demat Accounts Roles & Responsibilities: Drive the acquisition of new clients for Demat accounts through provided leads and utilizing the LMS system. Assist clients in setting up their mobile application and guide them through the KYC process. Provide excellent customer service and maintain strong relationships with clients during the onboarding process. Meet and exceed sales targets to contribute to team and company success. Preferred Candidate Profile: Strong sales-focused mindset with the ability to meet sales targets and KPIs. Basic knowledge of the stock market, Demat accounts, Nifty, and financial products. Good to average proficiency in English, with strong conversational skills. Confident, energetic, and well-presented with a professional approach. Educational Qualification: HSC or Graduation. Previous experience in outbound sales or BPO sales is preferred. Age: 20-30 years. Job Details: Work Days: 6 days a week. Shift Timing: Fixed Day Shift, 9 am to 6 pm (9 hours). Salary: 17,000 to 29,000 net, depending on the last drawn salary and interview performance. Incentives: 3,000 to 70,000 based on performance. Training: 3 days of training provided to help you succeed in the role. Interview Process: HR Interview Trainer Interview Business Interview How to Apply: To schedule your interview, please contact HR Dhanashri at 7796426785 via WhatsApp or call, or send your CV directly.

Relationship Manager @JM Financial

Navi Mumbai, Thane, Mumbai (All Areas)

0 - 4 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager (Digital Sales) Role & Responsibilities: Acquire new clients for Demat accounts through digital channels and LMS, focusing on the provided leads. Assist clients in downloading our mobile application and guide them through the KYC process to ensure smooth account creation. Build and maintain strong relationships with clients, providing excellent customer service and addressing queries about their Demat accounts. Work closely with the team to meet sales targets and contribute to overall business growth. Conduct follow-up calls to ensure client satisfaction and identify potential sales opportunities. Preferred Candidate Profile: Target-oriented with a strong sales-driven mindset. Understanding of the stock market, Demat accounts, and basic financial terms like Nifty, Sensex, etc. Good communication skills in English, with the ability to speak and interact confidently. A presentable, confident, and professional demeanor. Educational qualification: HSC or Graduate. Any outbound sales experience or BPO sales experience is highly desirable. Age Criteria: 20 to 30 years Working Days & Shifts: 6 days of work with rotational weekly offs. Fixed shifts between 9:00 AM and 6:00 PM, 9-hour shifts. Salary: 17,000 to 35,000 (based on last drawn salary and interview) + Incentives (3,000 to 70,000 based on performance). Training Period: 3 Days Rounds of Interview: HR Round Trainer Round Business Round How to Apply: To schedule an interview, contact HR Sayali 9158043197 via call or WhatsApp and send your CV.

Online Sales Manager

Navi Mumbai, Mumbai, Thane

1 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Role & responsibilities:- Digital client acquisition of Demat accounts using LMS on provided leads. Ensure the clients downloads our mobile application and complete the KYC process Preferred candidate profile:- Sales driven approach Knowledge of Stock Market-Demat Account, Nifty etc. Good to Average English Speaking and Conversational skills. Should be smart, confident, and presentable. HSC or Graduate qualification required. Any Outbound experience preferred or any BPO Sales experience required. Age Criteria: -20 till 30 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 29K Net depending on last drawn and interview.(Plus, Incentives:-3K till 70K). Training Period:- 3 Days Rounds of Interviews:- HR Round Trainer Round Business Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Yash:9156902218

Inside Sales Associate @JM Financial

Navi Mumbai, Mumbai, Thane

1 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Inside Sales Associate - Demat Accounts Roles & Responsibilities: Drive the acquisition of new clients for Demat accounts through provided leads and utilizing the LMS system. Assist clients in setting up their mobile application and guide them through the KYC process. Provide excellent customer service and maintain strong relationships with clients during the onboarding process. Meet and exceed sales targets to contribute to team and company success. Preferred Candidate Profile: Strong sales-focused mindset with the ability to meet sales targets and KPIs. Basic knowledge of the stock market, Demat accounts, Nifty, and financial products. Good to average proficiency in English, with strong conversational skills. Confident, energetic, and well-presented with a professional approach. Educational Qualification: HSC or Graduation. Previous experience in outbound sales or BPO sales is preferred. Age: 20-30 years. Job Details: Work Days: 6 days a week. Shift Timing: Fixed Day Shift, 9 am to 6 pm (9 hours). Salary: 17,000 to 29,000 net, depending on the last drawn salary and interview performance. Incentives: 3,000 to 70,000 based on performance. Training: 3 days of training provided to help you succeed in the role. Interview Process: HR Interview Trainer Interview Business Interview How to Apply: To schedule your interview, please contact is HR Sayali: 9158043197 w hatsApp or call, or send your CV directly.

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JM Finance

JM Finance

JM Finance

Financial Services

New York

50 Employees

7 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CFO

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Job Titles Overview

Virtual Relationship Manager (1)
Virtual Relationship Manager @JM Finance (1)
Digital Acquisition Manager @JM Finance (1)
Inside Sales Associate @JM Finance (1)