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53 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.

Business Development Executive @JM Financial

Navi Mumbai, Mumbai, Thane

0 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Business Development Executive - 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. Graduate Freshers or Previous experience in outbound sales or BPO sales is preferred. Age: 20-29 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 Rutuja: 7796426801 whatsApp or call, or send your CV directly.

Digital Relationship Manager @JM Financial

Mumbai Suburbs, Thane, Mumbai (All Areas)

1 - 4 years

INR 1.5 - 4.0 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) Key Responsibilities: Reach out to potential clients and assist them in opening Demat accounts via the BlinkX app. Ensure clients successfully download the BlinkX app and complete the registration and KYC verification. Use provided leads effectively to meet daily and monthly client acquisition targets. Engage with clients to clarify any questions about the Demat account process and stock market investments. Maintain clear communication to guide clients through the account setup and KYC process. Address client concerns and provide detailed information on stock market benefits. Keep accurate and up-to-date records of client interactions, account openings, and follow-ups. Ensure follow-ups are timely to assist clients throughout the account creation journey. Monitor progress and ensure all tasks align with acquisition goals and timelines. 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Virtual Relationship Manager @JM Financial

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 Rutuja:7796426801

Digital Relationship Manager @JM Financial

Mumbai Suburbs, Thane, Mumbai (All Areas)

0 - 4 years

INR 1.5 - 3.25 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) Key Responsibilities: Reach out to potential clients and assist them in opening Demat accounts via the BlinkX app. Ensure clients successfully download the BlinkX app and complete the registration and KYC verification. Use provided leads effectively to meet daily and monthly client acquisition targets. Engage with clients to clarify any questions about the Demat account process and stock market investments. Maintain clear communication to guide clients through the account setup and KYC process. Address client concerns and provide detailed information on stock market benefits. Keep accurate and up-to-date records of client interactions, account openings, and follow-ups. Ensure follow-ups are timely to assist clients throughout the account creation journey. Monitor progress and ensure all tasks align with acquisition goals and timelines. 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785

Digital Acquisition Manager @JM Financial

Mumbai Suburbs, Thane, Mumbai (All Areas)

1 - 4 years

INR 1.5 - 4.0 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801

Sales Executive @JM Financial

Navi Mumbai, Thane

0 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Sales Executive - 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. Graduate Freshers or Previous experience in outbound sales or BPO sales is preferred. Age: 20-29 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 Dhanashri: 7796426785) whatsApp or call, or send your CV directly.

Virtual Relationship Manager @JM Financial

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 Rutuja:7796426801

Hiring Fresher || Demat Sales || Stock Broker || Voice Process

Navi Mumbai, Thane, Mumbai (All Areas)

0 - 3 years

INR 1.5 - 3.25 Lacs P.A.

Work from Office

Full Time

Work From Office Motilal Oswal Broking firm- Comms Good Outbound calling Shift- 9:30am to 6:30pm WO- Sunday Salary: 17,000-18,000 in-hand + incentives (22,000 CTC) Required Candidate Profile - Graduation mandatory Rounds of Interviews: HR round Operations round Perks: Centralized pickup/drop Interested can reach out on HR Dhanashri : 7796426785

Digital Relationship Manager @JM Financial

Mumbai Suburbs, Thane, Mumbai (All Areas)

0 - 4 years

INR 1.5 - 3.0 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) Key Responsibilities: Reach out to potential clients and assist them in opening Demat accounts via the BlinkX app. Ensure clients successfully download the BlinkX app and complete the registration and KYC verification. Use provided leads effectively to meet daily and monthly client acquisition targets. Engage with clients to clarify any questions about the Demat account process and stock market investments. Maintain clear communication to guide clients through the account setup and KYC process. Address client concerns and provide detailed information on stock market benefits. Keep accurate and up-to-date records of client interactions, account openings, and follow-ups. Ensure follow-ups are timely to assist clients throughout the account creation journey. Monitor progress and ensure all tasks align with acquisition goals and timelines. 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Sales Executive @JM Financial

Navi Mumbai, Thane

0 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Sales Executive - 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. Graduate Freshers or Previous experience in outbound sales or BPO sales is preferred. Age: 20-29 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 Ashwini : 9822643371) whatsApp or call, or send your CV directly.

Business Development Executive @JM Financial

Navi Mumbai, Mumbai, Thane

0 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Business Development Executive - 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. Graduate Freshers or Previous experience in outbound sales or BPO sales is preferred. Age: 20-29 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: 91580 43197 whatsApp or call, or send your CV directly.

Demat Sales Executive@JM Financial

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 Avdhut : 9822463775

Digital Acquisition Manager @JM Financial

Mumbai Suburbs, Thane, Mumbai (All Areas)

1 - 4 years

INR 1.5 - 4.0 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801

Relationship Manager @JM Financial

Navi Mumbai, Thane, Mumbai (All Areas)

1 - 4 years

INR 2.5 - 4.5 Lacs P.A.

Work from Office

Full Time

Job Title: Digital Sales Relationship Manager Role & Responsibilities: Engage with potential clients to acquire new Demat accounts using digital platforms and lead management systems (LMS), with a focus on following up with provided leads. Assist clients in downloading the companys mobile application and support them through the KYC process to ensure a seamless account setup. Develop and nurture strong client relationships, offering top-tier customer service while addressing any questions regarding their Demat accounts. Collaborate with the team to achieve sales targets and contribute to the overall growth of the business. Conduct regular follow-up calls to ensure client satisfaction and uncover potential sales opportunities. Preferred Candidate Profile: Highly goal-oriented with a strong passion for sales. Basic knowledge of the stock market, Demat accounts, and key financial terms (such as Nifty, Sensex, etc.). Excellent communication skills in English, with the ability to confidently engage clients. A polished, confident, and professional demeanor. Educational qualification: Graduate. Age range: 20 to 28 years. Working Days & Shifts: 6 days of work with rotational weekly offs. Fixed shifts from 9:00 AM to 6:00 PM (9-hour shifts). Compensation: 17,000 to 35,000 per month (based on prior salary and interview performance). Additional incentives ranging from 3,000 to 70,000, depending on performance. Training Period: 3 Days Interview Rounds: HR Round Trainer Round Business Round How to Apply: To schedule an interview, please contact HR Avdhut at 9822463775 via call or WhatsApp and send your CV.

Sales Executive@JM Financial

Navi Mumbai, Mumbai, Thane

0 - 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 ( Experience) depending on last drawn and interview.(Plus, Incentives:-3K till 70K). Freshers can also apply. 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 Ashwini : 9822643371

Virtual Sales Specialist @JM Financial

Mumbai Suburbs, Thane, Mumbai (All Areas)

1 - 4 years

INR 1.5 - 4.0 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) 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785

Business Development Executive @JM Financial

Navi Mumbai, Mumbai, Thane

1 - 5 years

INR 2.5 - 4.25 Lacs P.A.

Work from Office

Full Time

Job Title: Business Development Executive - 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: 20-29 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 Ashwini K : 9822643371 whatsApp or call, or send your CV directly.

Relationship Manager @JM Financial

Navi Mumbai, Thane, Mumbai (All Areas)

1 - 4 years

INR 2.5 - 4.5 Lacs P.A.

Work from Office

Full Time

Job Title: Digital Sales Relationship Manager Role & Responsibilities: Engage with potential clients to acquire new Demat accounts using digital platforms and lead management systems (LMS), with a focus on following up with provided leads. Assist clients in downloading the companys mobile application and support them through the KYC process to ensure a seamless account setup. Develop and nurture strong client relationships, offering top-tier customer service while addressing any questions regarding their Demat accounts. Collaborate with the team to achieve sales targets and contribute to the overall growth of the business. Conduct regular follow-up calls to ensure client satisfaction and uncover potential sales opportunities. Preferred Candidate Profile: Highly goal-oriented with a strong passion for sales. Basic knowledge of the stock market, Demat accounts, and key financial terms (such as Nifty, Sensex, etc.). Excellent communication skills in English, with the ability to confidently engage clients. A polished, confident, and professional demeanor. Educational qualification: Graduate. Age range: 20 to 28 years. Working Days & Shifts: 6 days of work with rotational weekly offs. Fixed shifts from 9:00 AM to 6:00 PM (9-hour shifts). Compensation: 17,000 to 35,000 per month (based on prior salary and interview performance). Additional incentives ranging from 3,000 to 70,000, depending on performance. Training Period: 3 Days Interview Rounds: HR Round Trainer Round Business Round How to Apply: To schedule an interview, please contact HR Dhanashri at 7796426785 via call or WhatsApp and send your CV.

Virtual Sales Specialist @JM Financial

Mumbai Suburbs, Thane, Mumbai (All Areas)

1 - 4 years

INR 1.5 - 4.0 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) 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. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Inside Sales Executive @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 Rutuja: 7796426801 whatsApp or call, or send your CV directly.

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JM Financial

JM Financial

JM Financial

Financial Services

Mumbai

N/A Employees

53 Jobs

    Key People

  • Nimesh Kampani

    Chairman & Managing Director
  • Nishit Kumar

    CEO, JM Financial Services
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Job Titles Overview

Business Development Executive @JM Financial (3)
Digital Relationship Manager @JM Financial (3)
Virtual Relationship Manager @JM Financial (2)
Digital Acquisition Manager @JM Financial (2)