Home
Jobs
Companies
Resume
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.

Digital Relationship Manager @JM Financial

Mumbai Suburbs, 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 28 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 35k 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

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.

Business Development Executive @JM Financial

Navi Mumbai, Mumbai, Thane

1 - 4 years

INR 2.5 - 4.5 Lacs P.A.

Work from Office

Full Time

Job Title: Business Development Executive 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 Yash at 9156902218 via call or WhatsApp and send your CV.

Outbound Sales Executive @JM Financial

Navi Mumbai, Mumbai, Thane

1 - 4 years

INR 1.5 - 4.0 Lacs P.A.

Work from Office

Full Time

Job Title: Outbound Sales Executive - Digital Demat Accounts Role & Responsibilities: Reach out to potential clients through outbound calls using provided leads. Promote and acquire new clients for Demat accounts. Ensure the successful completion of app downloads and KYC verification for new clients. Achieve daily, weekly, and monthly targets set for client acquisition. Maintain accurate records of client interactions, account progress, and lead status. Address client queries and provide appropriate solutions to ensure satisfaction and completion of the onboarding process. Preferred Candidate Profile: 6 months of experience in sales (preferably in outbound or digital sales). Strong communication skills and a proactive attitude. Ability to work independently and meet performance targets. Comfortable working in a fast-paced, target-driven environment. Perks and Benefits: Attractive incentives based on performance. Opportunities for career growth and development within the company. A supportive and dynamic work environment. To Apply: Send your updated CV via WhatsApp to HR Dhanashri 7796426785 at to schedule your interview.

Relationship Manager

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.

Outbound Sales Executive@JM Financial

Navi 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

Virtual Relationship Manager

Navi Mumbai, Thane, Mumbai (All Areas)

1 - 4 years

INR 2.5 - 3.75 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 Ashwini at 9822643371 via call or WhatsApp and send your CV.

Demat Sales Executive@JM Financial

Navi Mumbai, Thane, Mumbai (All Areas)

1 - 5 years

INR 2.5 - 4.0 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 35K 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 Ashwini : 9923656681

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.

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 clientโ€™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: โ‚น20,000.00 - โ‚น50,000.00 per month Benefits: Provident Fund Schedule: Day shift Fixed shift Application Question(s): Current Age? Location: Chembur, Mumbai, Maharashtra (Preferred) Work Location: In person

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 clientโ€™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: โ‚น20,000.00 - โ‚น50,000.00 per month Benefits: Provident Fund Schedule: Day shift Fixed shift Application Question(s): Current Age? Location: Chembur, Mumbai, Maharashtra (Preferred) Work Location: In person

FIND ON MAP

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
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Job Titles Overview