JM Financial Asset Management Ltd

We are looking to add SRMs/Cluster heads in our retail sales team at Surat & Ahmedabad locations. Someone with an experience range of 6-15 years in the mutual fund/AMC industry is preferable. About the Role The role involves handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Increase sales (AUM) as per targets in addition to coordinating, managing & monitoring the activities of individual channels in the assigned region. Geographical expansion, increasing penetration & higher market share. Qualifications Any Graduate/Post Graduate Preferred. Required Skills Knowledge & understanding of Mutual Fund Industry. Knowledge of all Mutual Fund compliances. Personal Characteristics Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider. Show more Show less

About the job We are looking to add a Regional Head-Tamil Nadu based out of Chennai Location and an SRM /Cluster head based out of Bangalore/Mumbai/Delhi location in our Key Accounts (Institutional sales) team. Someone with an experience range of 12-20 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral. Achieving the Annual AUM / Net Sales Target of Location/ Regions Hiring and team management role - hiring quality KAM Manager & ensuring the productivity through continuous mentoring and Training Drive the Sales strategy Keeping the P&L In check for the relationship sourced/ acquired locally Key Accounts Distribution: 1. Managing direct relationship with Institutional clients including family offices, Ultra HNI and Trusts 2. Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode 3. Large IFA catering to UHNI/ HNI, Family Offices and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF) Key Accounts Clients 1. Large Family Office / Promoter office 2. MFO- Multiple Family Office Set up 3. TASC- Trust Association Societies and Clubs 4. Treasuries focusing on primarily non liquid Focus on UHNI serving Wealth Distributors, followed by FO/MFO, TASC and Treasuries who invest in non-liquid primarily. Qualifications Any Graduate/Post Graduate Preferred. Required Skills Knowledge & understanding of Mutual Fund Industry. Knowledge of all Mutual Fund compliances. Personal Characteristics Strong interpersonal, Presentable and Communication skills Maintain good relations across Departments for devising ways to provide value added services to the Clients Good Analytics Skills People Management- Team lead mode, Playing captain, mentor role Displays ability to think out of the box. Solution provider. Integrity and Trust building characteristic Show more Show less

About the Role Creating solid brand awareness in respective ecosystem of Distributor Lead Digital Lead - Web Site Content Management and ownership Social Media Branding Investor Awareness Generic Positioning of AMC / MF - Thought Leadership of AMC Product Positioning The role will involve creating and managing social media campaigns, developing content marketing initiatives, and optimizing the mobile, website and email marketing efforts. Incumbent must have a combination of creative, strategic, and analytical skills, as well as a deep understanding of digital marketing channels and tactics. Responsibilities Managing Budget and effective utilization for driving Key Aspect Mentioned in the role with clear defined ROI Executing the Plans of ATL/ BTL/ social to create brand awareness across spectrum of Distributor and Investor Digital Marketing Developing and executing digital marketing campaigns that drive brand awareness, engagement, and conversion. Creating and executing content marketing strategies, including blog posts, articles, social media content, and other digital assets. Developing and implementing email marketing campaigns that drive engagement and conversion Monitoring and analyzing website analytics, social media metrics, and other key performance indicators to identify areas for improvement and opportunities for growth. SEO and SEM - managing and optimizing website content and user experience to improve search engine rankings, user engagement, and conversion rates. Team Handling Role – managing teammates with efficacy and efficiency Creating and executing a strong performance marketing strategy & execution plan. Collaborating with internal teams, including creative, product, and analytics teams, to develop and execute cross-functional campaigns. Staying up to date with industry trends and best practices in digital marketing and branding and using this knowledge to inform strategies and tactics. Managing Events and Lead all logistical stuff of the events Managing relationships with external partners and vendors, such as media houses, digital agencies, designers, and copywriters, PR Agency, Printers, to execute ATL / BTL effectively through campaigns and initiatives. Building the PR plan for creating AMC as thought leadership Formulate, direct and coordinate marketing activities to promote products and services, along with the Product, Sales & Business Development team Responsible for editorial direction, design, production & distribution of internal and external communication material such as newsletters, e-mail campaigns, building templates/documents etc. Co-ordinate media interest, ensure regular contact with target media and provide appropriate response to media request. Identify, monitor and retain relationships with Advertising, PR & other agencies. Conceptualize and model marketing material, fact sheets, investor communication etc. Lead interaction and communication efforts with distributors including events, corporate gifting, loyalty programs, visibility and various contests. Leverage technology and identify online opportunities for Lead generation. Plan Investor Awareness programs and evaluate their impact. Plan, prepare and adhere to the annual marketing budget. Responsible for logistics of various marketing activities Qualification and Skills Required 1. Qualified B.Tech / BE / MBA (Tier I / II Institute preferable) 2. Degree in Marketing, Business Administration, or a related field. 3. 15-20+ years of experience in BFSI / AMC / FMCG / Ecommerce / Fintech domain is preferred. 4. Demonstrate extensive experience in brand planning, brand planning tools, building brand book, managing pan-India ad projects with multiple stakeholders and show proven expertise in creative development, measurement and execution. 5. Proven track record of creating and executing successful marketing plans that are creative, engaging, testable, and highly analytical, for both new product launches and existing products and services consumer promotions. 6. Prior experience in performance marketing, and brand management - building effective multi-channel marketing strategies, including affiliate marketing, PPC, SEO, social media, and other digital channels. 7. Should have Up to date knowledge of digital marketing trends and development. 8. Expertise in social media campaign and channel analysis and reporting, including Google Analytics experience. 9. Expertise in analytical skills and leveraging data, metrics, analytics, and consumer behavior trends to drive actionable insights & recommendations. 10. Excellent communication skills, both written and verbal, to effectively communicate branding and marketing strategies to internal teams and external stakeholders. 11. Basic understanding of Techno platform like WA, API, CRM and various upcoming tech platform will be an important aspect 12. Retails setup experience will be an added advantage Show more Show less

Overview: At JM Financial Mutual Fund, we aspire to create wealth for all our investors. Join JM Financial Asset Management as a Regional/ Cluster Head for Bank & ND vertical at our Mumbai/ Delhi/ Bangalore/ Chennai/ Kolkata locations, overseeing distribution through primarily wealth led banks and national distributors. Seeking individuals with a minimum of 15-18 years in channel sales specializing in MF, PMS, AIF, and wealth management product distribution. Key Responsibilities: Distribution Management. Develop and execute channel strategies for asset growth. Drive client acquisition, retention, and satisfaction. Identify and on-board new clients within the targeted distribution channels. Provide product knowledge and conduct training sessions. Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with distribution activities and implement effective risk management strategies. Cultivate and maintain relationships with key stakeholders. Qualifications: 15+ years in asset management distribution. MBA Finance, CFP, CFA, CWM, MBA Securities Markets, or MBA Fintech. Strong knowledge of MF, PMS, AIF, wealth management and industry trend. Excellent interpersonal and communication skills. Preferred: Professional certifications (CFP, CFA, CWM). In-depth knowledge of securities markets and fintech. Strong analytical and problem-solving skills. Show more Show less

Overview: At JM Financial Mutual Fund, we aspire to create wealth for all our investors. Join JM Financial Asset Management as a Regional Head for B&ND vertical based out of Delhi location, overseeing distribution through primarily wealth led banks and national distributors. Seeking individuals with a minimum of 15-18 years in channel sales specializing in MF, PMS, AIF, and wealth management product distribution. Key Responsibilities: Distribution Management. Develop and execute channel strategies for asset growth. Drive client acquisition, retention, and satisfaction. Identify and on-board new clients within the targeted distribution channels. Provide product knowledge and conduct training sessions. Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with distribution activities and implement effective risk management strategies. Cultivate and maintain relationships with key stakeholders. Qualifications: 15+ years in asset management distribution. MBA Finance, CFP, CFA, CWM, MBA Securities Markets, or MBA Fintech. Strong knowledge of MF, PMS, AIF, wealth management and industry trend. Excellent interpersonal and communication skills. Preferred: Professional certifications (CFP, CFA, CWM). In-depth knowledge of securities markets and fintech. Strong analytical and problem-solving skills. Show more Show less

Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral. Achieving the Annual AUM / Net Sales Target of Location/ Regions Drive the Sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank and NDs.) Keeping the P&L In check for the relationship sourced/ acquired locally Key Accounts Distribution: 1. Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode 2. Large IFA catering to UHNI/ HNI, Family Offices and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF) Key Accounts Clients 1. Large Family Office / Promoter office 2. MFO- Multiple Family Office Set up 3. TASC- Trust Association Societies and Clubs 4. Treasuries focusing on primarily non liquid Focus on UHNI serving Wealth Distributors, followed by FO/MFO, TASC and Treasuries who invest in non-liquid primarily. Show more Show less

Overview: At JM Financial Mutual Fund, we aspire to create wealth for all our investors. Join JM Financial Asset Management as a Regional/ Cluster Head for B&ND vertical based out of Kolkata location, overseeing distribution through primarily wealth led banks and national distributors. Seeking individuals with a minimum of 15-18 years in channel sales specializing in MF, PMS, AIF, and wealth management product distribution. Key Responsibilities: Distribution Management. Develop and execute channel strategies for asset growth. Drive client acquisition, retention, and satisfaction. Identify and on-board new clients within the targeted distribution channels. Provide product knowledge and conduct training sessions. Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with distribution activities and implement effective risk management strategies. Cultivate and maintain relationships with key stakeholders. Qualifications: 15+ years in asset management distribution. MBA Finance, CFP, CFA, CWM, MBA Securities Markets, or MBA Fintech. Strong knowledge of MF, PMS, AIF, wealth management and industry trend. Excellent interpersonal and communication skills. Preferred: Professional certifications (CFP, CFA, CWM). In-depth knowledge of securities markets and fintech. Strong analytical and problem-solving skills. Show more Show less

Overview: At JM Financial Mutual Fund, we aspire to create wealth for all our investors. Join JM Financial Asset Management as a Regional Head for B&ND vertical based out of Chennai location, overseeing distribution through primarily wealth led banks and national distributors. Seeking individuals with a minimum of 15-18 years in channel sales specializing in MF, PMS, AIF, and wealth management product distribution. Key Responsibilities: Distribution Management. Develop and execute channel strategies for asset growth. Drive client acquisition, retention, and satisfaction. Identify and on-board new clients within the targeted distribution channels. Provide product knowledge and conduct training sessions. Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with distribution activities and implement effective risk management strategies. Cultivate and maintain relationships with key stakeholders. Qualifications: 15+ years in asset management distribution. MBA Finance, CFP, CFA, CWM, MBA Securities Markets, or MBA Fintech. Strong knowledge of MF, PMS, AIF, wealth management and industry trend. Excellent interpersonal and communication skills. Preferred: Professional certifications (CFP, CFA, CWM). In-depth knowledge of securities markets and fintech. Strong analytical and problem-solving skills. Show more Show less

Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral. Achieving the Annual AUM / Net Sales Target of Location/ Regions Hiring and team management role - hiring quality KAM Manager & ensuring the productivity through continuous mentoring and Training Drive the Sales strategy Keeping the P&L In check for the relationship sourced/ acquired locally Key Accounts Distribution: 1. Managing direct relationship with Institutional clients including family offices, Ultra HNI and Trusts 2. Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode 3. Large IFA catering to UHNI/ HNI, Family Offices and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF) Key Accounts Clients 1. Large Family Office / Promoter office 2. MFO- Multiple Family Office Set up 3. TASC- Trust Association Societies and Clubs 4. Treasuries focusing on primarily non liquid Focus on UHNI serving Wealth Distributors, followed by FO/MFO , TASC and Treasuries who invest in non-liquid primarily. Show more Show less

We are looking to add SRM in our retail sales team at Varanasi location. Someone with an experience range of 5-10 years in the mutual fund/AMC industry is preferable. About the Role The role involves handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards. Responsibilities Increase sales (AUM) as per targets in addition to coordinating, managing & monitoring the activities of individual channels in the assigned region Geographical expansion, increasing penetration & higher market share Leading the sales function and ensuring that the team members meet their sales target individually as well as collectively Manage Key sales accounts within product range or assigned district Maintaining & managing relationships in various IFAs Coordinating with various channels in the respective region to devise strategies and operational issues for augmenting sales & increasing AUM Liase closely with the investment team on product development and enhancement, give periodical feedback to investment team on market trends & competitor knowledge. Qualifications Educational Qualifications: Any Graduate Years of Experience: 5-10 Years Required Skills Knowledge & understanding of Mutual Fund Industry Experience in managing Institutional Sales, Retail, Banking and Distribution Knowledge of all Mutual Fund compliances Preferred Skills Perseverance, high on intrinsic motivation and driven by targets Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups Adaptability to learn, analyze and disseminate People Management Displays ability to think out of the box. Solution provider. Show more Show less

We are looking to add Cluster head/SRM in our retail sales team at Surat location. Someone with an experience range of 9-15 years in the mutual fund/AMC industry is preferable. About the Role The role involves handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards. Role and Responsibilities Increase sales (AUM) as per targets in addition to coordinating, managing & monitoring the activities of individual channels in the assigned region Geographical expansion, increasing penetration & higher market share Leading the sales function and ensuring that the team members meet their sales target individually as well as collectively Manage Key sales accounts within product range or assigned district Maintaining & managing relationships in various IFAs Coordinating with various channels in the respective region to devise strategies and operational issues for augmenting sales & increasing AUM Liase closely with the investment team on product development and enhancement, give periodical feedback to investment team on market trends & competitor knowledge. Qualifications Any Graduate Years of Experience: 9-15 Years Management Level: AVP / Sr. Manager Required Skills Knowledge & understanding of Mutual Fund Industry Experience in managing Institutional Sales, Retail, Banking and Distribution Knowledge of all Mutual Fund compliances Preferred Skills Perseverance, high on intrinsic motivation and driven by targets Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups Adaptability to learn, analyze and disseminate People Management Displays ability to think out of the box. Solution provider. Show more Show less

We are looking to add SRM in our retail sales team at Patna location. Someone with an experience range of 5-15 years in the mutual fund/AMC industry is preferable. About the Role The role involves handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards. Responsibilities Increase sales (AUM) as per targets in addition to coordinating, managing & monitoring the activities of individual channels in the assigned region Geographical expansion, increasing penetration & higher market share Leading the sales function and ensuring that the team members meet their sales target individually as well as collectively Manage Key sales accounts within product range or assigned district Maintaining & managing relationships in various IFAs Coordinating with various channels in the respective region to devise strategies and operational issues for augmenting sales & increasing AUM Liase closely with the investment team on product development and enhancement, give periodical feedback to investment team on market trends & competitor knowledge. Qualifications Educational Qualifications: Any Graduate Years of Experience: 5-10 Years Required Skills Knowledge & understanding of Mutual Fund Industry Experience in managing Institutional Sales, Retail, Banking and Distribution Knowledge of all Mutual Fund compliances Preferred Skills Perseverance, high on intrinsic motivation and driven by targets Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups Adaptability to learn, analyse and disseminate People Management Displays ability to think out of the box. Solution provider. Show more Show less

We are looking to add SRM in our retail sales team at Ranchi location. Someone with an experience range of 5-10 years in the mutual fund/AMC industry is preferable. About the Role The role involves handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Qualifications Educational Qualifications: Any Graduate Years of Experience: 5-10 Years + Required Skills Knowledge & understanding of Mutual Fund Industry Experience in managing Institutional Sales, Retail, Banking and Distribution Knowledge of all Mutual Fund compliances Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider. Show more Show less

We are looking to add SRM in our retail sales team at Patna location. Someone with an experience range of 5-10 years in the mutual fund/AMC industry is preferable. About the Role The role involves handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards. Responsibilities Increase sales (AUM) as per targets in addition to coordinating, managing & monitoring the activities of individual channels in the assigned region Geographical expansion, increasing penetration & higher market share Leading the sales function and ensuring that the team members meet their sales target individually as well as collectively Manage Key sales accounts within product range or assigned district Maintaining & managing relationships in various IFAs Coordinating with various channels in the respective region to devise strategies and operational issues for augmenting sales & increasing AUM Liase closely with the investment team on product development and enhancement, give periodical feedback to investment team on market trends & competitor knowledge. Qualifications Educational Qualifications: Any Graduate Years of Experience: 5-10 Years Required Skills Knowledge & understanding of Mutual Fund Industry Experience in managing Institutional Sales, Retail, Banking and Distribution Knowledge of all Mutual Fund compliances Preferred Skills Perseverance, high on intrinsic motivation and driven by targets Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups Adaptability to learn, analyse and disseminate People Management Displays ability to think out of the box. Solution provider. Show more Show less

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate. About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-10 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Required Skills Knowledge & understanding of Mutual Fund Industry. Experience in managing Institutional Sales, Retail, Banking and Distribution. Knowledge of all Mutual Fund compliances. Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider.

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate. About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 3-7 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Required Skills Knowledge & understanding of Mutual Fund Industry. Experience in managing Institutional Sales, Retail, Banking and Distribution. Knowledge of all Mutual Fund compliances. Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider.

About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-8 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Required Skills Knowledge & understanding of Mutual Fund Industry. Experience in managing Institutional Sales, Retail, Banking and Distribution. Knowledge of all Mutual Fund compliances. Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider.

About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 8-10 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Required Skills Knowledge & understanding of Mutual Fund Industry. Experience in managing Institutional Sales, Retail, Banking and Distribution. Knowledge of all Mutual Fund compliances. Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider.