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 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.
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
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
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
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
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
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
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
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.
Job Title: Digital Client Acquisition Hiring at JM Financial Services (BlinkX App) Location: Andheri East Role: Digital Client Acquisition Voice Process (Demat Account Opening) Experience: Min 6 months Outbound Sales (BPO/Banking/Insurance) Languages: English + Hindi Education: HSC or Graduate Salary: 17K25K Net + Incentives (up to 70K) Shift: 9AM–7PM | 6 Days Working (Sat & Sun Mandatory) How to Apply: To schedule an interview, please contact HR Dhanashri at 7796426785 via call or WhatsApp and send your CV.
JM Financial Services Digital Client Acquisition (Voice Process) Location: Andheri-East Process: Outbound Voice Process (Demat Account Opening for BlinkX App) Role & Responsibilities: Call potential clients from provided leads. Assist them in downloading the BlinkX app and completing KYC for Demat account opening. Candidate Requirements: Experience: Minimum 6 months of outbound telesales (Banking/Insurance/Trading/BPO preferred). Skills: Good English + Hindi communication, confident, sales-driven, basic stock market knowledge. Shift: 9 AM to 7 PM (Any 9 hours), 6 days working with 1 rotational off (Sat & Sun working mandatory). Training Duration: 3 Days. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785
Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K25K Net + Incentives up to 70K Shift: 9AM–7PM | 6 Days Work | Sat–Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales exp (BPO/Bank/Trading) Age: 20–30 yrs | Immediate Joiners only 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785
ROLE AND RESPONSIBILITIES Managing a team of consultants in a given micro-market area Interacting with all the customers whose have visited at least one project through a consultant in your team member and guiding them towards closure Monitor the team's daily targets and ensure that the team follows core processes of the organization Maintain relations with the developers' teams by regularly conducting meetings at our office and visiting their projects Choosing set of projects in the given micro-market to focus marketing efforts on and source leads for Attend every closure meeting and helping customers get the best possible deals by helping them to negotiate with the developer's team CORE SKILLS AND EXPEREINCE REQUIREMENTS Strong written/verbal communication and data presentation skills Essential Strong analytical and problem solving skills Essential A post graduate degree in management with specialization in Marketing/Finance Essential Possess relevant sales experience within real estate, home loans or insurance Essential Experience of working in a given micro-market for more than 5 years Essential Experience of managing teams Essential
JM Financial Services ltd.- Equity Broking Group is hiring for Sales Manager Role- Satellite-Ahmedabad, Gujarat. J M Financial: Equity Broking Group With over 3 decades of expertise in Capital Markets we help identify long and short-term investment opportunities that translate into knowledge-based investment ideas. Our specialist team of advisors help clients who seek personalized attention and guidance in their investment journey. Our robust trading platform JM Pro offers online trading on both app and web, with complete transparency and high speed of execution. Sales Manager Role & Responsibilities: 1. The candidate will be acquiring clients who are interested in opening Equity Trading account & Demat Account. 2. The Clients will be handed over to an Equity Dealer for Advising on the status on equity Markets for execution of equity trades. 3. Once the account opening process is completed, S/he will be ensuring that the acquired Client is serviced effectively by the Dealer. 4. Ensures effective servicing of the client so that the client generates large volumes. 5. An Individual Contributor role. Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹700,000.00 per year Benefits: Health insurance Provident Fund Education: Bachelor's (Required) Experience: Sales: 2 years (Required) Work Location: In person
JM Financial Services ltd.- Equity Broking Group is hiring for Sales Manager Role- Satellite-Ahmedabad, Gujarat. J M Financial: Equity Broking Group With over 3 decades of expertise in Capital Markets we help identify long and short-term investment opportunities that translate into knowledge-based investment ideas. Our specialist team of advisors help clients who seek personalized attention and guidance in their investment journey. Our robust trading platform JM Pro offers online trading on both app and web, with complete transparency and high speed of execution. Sales Manager Role & Responsibilities: 1. The candidate will be acquiring clients who are interested in opening Equity Trading account & Demat Account. 2. The Clients will be handed over to an Equity Dealer for Advising on the status on equity Markets for execution of equity trades. 3. Once the account opening process is completed, S/he will be ensuring that the acquired Client is serviced effectively by the Dealer. 4. Ensures effective servicing of the client so that the client generates large volumes. 5. An Individual Contributor role. Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹700,000.00 per year Benefits: Health insurance Provident Fund Education: Bachelor's (Required) Experience: Sales: 2 years (Required) Work Location: In person
JM Financial Services Voice Sales (BlinkX Demat Process) Location: Andheri East (100 openings each) Shift: 9 AM 7 PM | 6 Days Working (Sat & Sun compulsory) Salary: 17K-25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Fluent in English + Hindi HSC/Graduate | Age 2030 Immediate joiners only Stock market knowledge preferred Training: 3 Days | How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri :7796426785
Process: Outbound Demat Account opening Voice Process Role:– 1. Digital client acquisition of Demat accounts using LMS on provided leads. 2. Ensure the clients downloads our mobile application and complete the KYC process Required Candidate profile Candidate Profile: 1.Sales driven approach 2.Knowledge of Stock Market-Demat Account, Nifty etc. More Details Contact HR Dhanashri: 7796426785 Perks and benefits Performance Bonus and growth opportunities.
Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785
1. Digital client acquisition of Demat accounts using LMS on provided leads. 2. Ensure the clients downloads our mobile application and complete the KYC process 1.Sales driven approach 2.Knowledge of Stock Market-Demat Account, Nifty etc. Required Candidate profile Requirement: Good communication skill (English + Hindi), Minimum 6 months of Outbound Telesales Experience in Banking, Insurance or Trading and broking. More Details Contact HR Dhanashri: 7796426785 Perks and benefits Performance Bonus and growth opportunities.
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