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10 Job openings at JM Financial
About JM Financial

JM Financial is a financial services firm that provides a range of solutions including wealth management, investment banking, and securities trading.

Relationship Manager / Senior Relationship Manager

Visakhapatnam, Guntur, Bhimavaram

1 - 3 years

INR 2.0 - 3.5 Lacs P.A.

Work from Office

Full Time

Relationship Manager are territory focused and are given monthly sales and visit targets. Usually, they will report to a Branch Sales Manager. Working as a sales professional within Housing Loans and Mortgage Loans usually means that you are required to travel to meet with new and existing clients and doing Marketing activities.Territory Focus and Targets: Territory Focus: Relationship Managers are typically assigned specific territories or regions to focus on. This localized approach allows them to build deep knowledge of the local market, understand the specific needs of clients in that area, and cultivate relationships with local real estate agents and other referral sources. Targets: To ensure consistent business development, Relationship Managers are given measurable goals, such as monthly sales targets and a minimum number of client visits. These targets provide a framework for performance tracking and accountability. Reporting Structure: Reporting to Branch Sales Manager: Relationship Managers usually report to a Branch Sales Manager or a similar supervisory role. This hierarchical structure provides clear lines of communication, allows for regular performance reviews and feedback, and ensures alignment with overall branch and company objectives. Client Interaction and Marketing: Client Meetings: A significant portion of the role involves direct interaction with clients: Meeting with Existing Clients: Building and maintaining strong relationships with existing clients, understanding their evolving financial needs, and identifying opportunities for cross-selling or upselling (e.g., offering home insurance, life insurance, or investment products). Meeting with New Clients: Prospecting for new clients through various channels (e.g., referrals, networking events, online platforms), conducting needs assessments, and presenting loan products and services that best suit their financial situation and goals. Marketing Activities: Relationship Managers often engage in various marketing activities to generate leads and build brand awareness. This might include: Networking: Attending industry events, participating in community outreach programs, and building relationships with real estate agents, builders, and other professionals in the housing market. Digital Marketing: Utilizing online channels such as social media, email marketing, and content marketing to reach potential clients and build brand visibility.

Relationship Manager / Senior Relationship Manager

Rajahmundry, Tirupati, Vijayawada

1 - 3 years

INR 3.0 - 3.5 Lacs P.A.

Work from Office

Full Time

?Relationship Manager are territory focused and are given monthly sales and visit targets. Usually, they will report to a Branch Sales Manager. Working as a sales professional within Housing Loans and Mortgage Loans usually means that you are required to travel to meet with new and existing clients and doing Marketing activities.Territory Focus and Targets: Relationship Managers are typically assigned specific territories or regions to focus on. They are given measurable goals, such as monthly sales targets and a minimum number of client visits. These targets help track their performance and ensure they are actively engaged in business development. Reporting Structure: Relationship Managers usually report to a Branch Sales Manager or a similar supervisory role. This provides a clear chain of command and allows for regular performance reviews and guidance. Client Interaction and Marketing: A significant part of the role involves direct interaction with clients: Meeting with Existing Clients: Building and maintaining relationships with existing clients, understanding their evolving financial needs, and identifying opportunities for cross-selling or upselling. Meeting with New Clients: Prospecting for new clients, conducting needs assessments, and presenting loan products and services. Marketing Activities: Relationship Managers often engage in various marketing activities to generate leads and build brand awareness. This might include attending industry events, participating in community outreach programs, and utilizing digital marketing channels.

Virtual Relationship Managers (VRM) -Mumbai, Ahmedabad, Delhi

New Delhi, Ahmedabad, Mumbai (All Areas)

1 - 3 years

INR 4.0 - 5.5 Lacs P.A.

Work from Office

Full Time

Role & responsibilities Converting inactive IFDs to active IFD s Reregistration of inactive IFD s Relationship Management with IFD s advising them on new solutions, developments and emerging opportunities Providing clarifications & required support to the IFDs for fresh / renewal business collection across products in FD/FI/SIP Maintaining a strong follow up with IFDs for renewal collection Adhere to all relevant organizational and departmental policies, processes, standard operating procedures Generating leads for new IFD empanelment through referrals Preferred candidate profile Should have experience in IFD empanelment Should have experience in outbound process Good communication

Real Estate Sales Consultant

Chembur, Mumbai, Maharashtra

0 years

INR Not disclosed

On-site

Full Time

RESPONSIBILITIES & TASKS: Contacting and following up with new prospective clients and sending out details of new projects. Telecalling, Email & message customers to generate prospects and arrange site visits to the respective project site they are stationed at. Convert prospects into customers by show-casing appropriate residential properties to the prospects matching the investment/residential needs of the prospects Evaluate a client’s needs to help them buy properties and achieve sales targets Schedule and conduct weekly client appointments / site visits , and convert those clients into customers. Be aware of real estate rules, regulations and other processes Achieves the monthly and quarterly targets decided mutually with the Senior Management Job Type: Full-time Pay: ₹20,000.00 - ₹50,000.00 per month Benefits: Provident Fund Schedule: Day shift Fixed shift Application Question(s): Current Age? Location: Chembur, Mumbai, Maharashtra (Preferred) Work Location: In person

Demat Account Opening Telesales

Wagle Estate, Thane, Maharashtra

0 years

INR 2.04 - 3.6 Lacs P.A.

On-site

Full Time

About The Role Digital client acquisition using LMS on provided leads Ensure the clients downloads our mobile application and complete the KYC process Desired Candidate Profile Sales driven approach Knowledge of Stock Market Good communication skills Graduation – Any stream Qualification and Skills Required The candidate should not have any backlogs in Graduation Compensation & Benefits Fixed Compensation + Incentive Job Type: Full-time Pay: ₹17,000.00 - ₹30,000.00 per month Benefits: Provident Fund Schedule: Day shift Fixed shift Application Question(s): Do you have knowledge about stock market? Work Location: In person

Demat Account Opening Telesales

India

0 years

INR 2.04 - 3.6 Lacs P.A.

On-site

Full Time

About The Role Digital client acquisition using LMS on provided leads Ensure the clients downloads our mobile application and complete the KYC process Desired Candidate Profile Sales driven approach Knowledge of Stock Market Good communication skills Graduation – Any stream Qualification and Skills Required The candidate should not have any backlogs in Graduation Compensation & Benefits Fixed Compensation + Incentive Job Type: Full-time Pay: ₹17,000.00 - ₹30,000.00 per month Benefits: Provident Fund Schedule: Day shift Fixed shift Application Question(s): Do you have knowledge about stock market? Work Location: In person

Telesales Agent

Wagle Estate, Thane, Maharashtra

0 years

INR 1.96968 - 0.00636 Lacs P.A.

On-site

Full Time

About The Role Digital client acquisition using LMS on provided leads Ensure the clients downloads our mobile application and complete the KYC process Desired Candidate Profile Sales driven approach Knowledge of Stock Market Good communication skills HSC – Any stream Qualification and Skills Required with Demat sales Exp Job Type: Full-time Pay: ₹16,414.53 - ₹25,275.78 per month Benefits: Provident Fund Schedule: Day shift Fixed shift Application Question(s): How many years of exp you have in demat account sales? Do you have share market knowledge? Education: Higher Secondary(12th Pass) (Required) Work Location: In person

Digital Sales Specialist

Thane, Mumbai (All Areas)

1 - 4 years

INR 1.75 - 3.5 Lacs P.A.

Work from Office

Full Time

LOCATION - THANE (Wagle Estate) & ANDHERI EAST Role Description Digital client acquisition using LMS on provided leads Ensure the clients downloads our mobile application and complete the KYC process Desired Candidate Profile Sales driven approach Knowledge of Stock Market Good communication skills

Sales Executive

Mumbai, Mumbai Suburban, Thane

3 - 8 years

INR 2.75 - 6.0 Lacs P.A.

Work from Office

Full Time

Location - THANE, CHEMBUR ROLE INCLUDES TELE SALES & FIELD SALES Role & responsibilities Builds and maintains relations with the potential customers Keeps abreast with the latest market happenings through internal communications and primary research Meets the potential customers and helps them shortlist the appropriate properties through organised presentations and verbal communication Meets potential customers and close the deal Achieves the monthly and quarterly targets decided mutually with the Senior Management

Human Resource Intern

Mumbai

0 - 1 years

INR Not disclosed

Work from Office

Internship

Role & responsibilities: JM Financial Services Limited is looking for a dynamic, driven, and detail-oriented Human Resource (HR) Intern for a 6 months internship. This is a great opportunity to gain hands-on experience in a dynamic and reputed organization. If you're pursuing your MBA/PGDM in HR and looking to grow your career with practical exposure in core HR functions such as recruitment, on-boarding, and HR operations, wed love to hear from you!" Key Responsibilities: 1. Assist in coordinating recruitment processes, including job posting, screening resumes, and scheduling interviews. 2. Support HR team in conducting orientation sessions for new employees. 3. Maintain and update employee records in MS-Word and MS-Excel. 4. Assist in organizing training and development programs for employees. 5. Collaborate with HR team on various administrative tasks and projects. 6. Participate in HR meetings and contribute innovative ideas to improve processes. 7. Provide exceptional customer service to both internal employees and external candidates.

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JM Financial

JM Financial

JM Financial

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Financial Services

Mumbai

N/A Employees

10 Jobs

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