Company Description At JM Financial Services Ltd, we strive to empower our investors with effective products and sound financial advice, helping them achieve their financial goals. With nearly four decades of experience, we cater to a diverse clientele including institutions and corporates. Role Description This is a full-time on-site role for a PCG (Private Client Group) Advisor located in the Kolkata metropolitan area. The PCG Advisor will be responsible for providing personalized investment advice to clients, managing client portfolios, and maintaining client relationships. Daily tasks include conducting thorough financial assessments, recommending appropriate financial products, and continuously monitoring client portfolios to optimize performance. The advisor will also stay informed about market trends and regulatory changes to provide sound advice to clients.
Company Description JM Financial Services Ltd. champions the cause of our investors by offering effective products and sound financial advice to help achieve financial goals. With nearly four decades of experience, we meet the investment needs of diverse clients, including institutions and corporates. Our services range from Equity Broking to Wealth and Portfolio Management Services, and the distribution of various investment products such as Mutual Funds, Insurance, Fixed Deposits, and Bonds. Our extensive research and advisory experience enable us to empower customers at every step of their financial journey. Role Description This is a full-time on-site role for a Sales Trader located in New Delhi. The Sales Trader will be responsible for executing trades, managing client relations, providing customer contact and support, and developing strategies to enhance trading performance. Day-to-day tasks include trading securities on behalf of clients, monitoring market conditions, and collaborating with colleagues to ensure seamless operations and exceptional client service. Qualifications Client Relations and Customer Contact skills Cooperation and team collaboration abilities Experience and expertise in Trading Strong Analytical Skills Excellent communication and interpersonal skills Ability to work in a fast-paced, on-site environment Bachelor's degree in Finance, Business, or a related field Experience in the financial services industry is a plus
Role Overview: You will be joining JM Financial Services Ltd as a Sales Trader / Sales Manager based in Bangalore. Your responsibilities will include maintaining client relations, strong customer contact, and collaboration with various departments. Your role will also involve trading activities, providing customers with financial advice, and analyzing market trends and investment opportunities. Key Responsibilities: - Build and maintain strong client relations - Maintain regular customer contact - Collaborate effectively with different departments - Conduct trading activities - Provide sound financial advice to customers - Analyze market trends and identify investment opportunities Qualifications Required: - Proficiency in client relations, customer contact, and cooperation - Experience in trading activities - Strong analytical skills - Excellent communication and interpersonal skills - Ability to work effectively in an on-site environment - Prior experience in a financial services role is a plus - Bachelor's degree in Finance, Business, or related field,
Role Overview: The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio advisory. Key Responsibilities: Provide comprehensive investment advisory to clients across asset classes (Mutual Funds – Equity & Hybrid, PMS, AIF, MLDs, Bonds, Unlisted, etc.). Drive cross-selling and upselling opportunities within the existing client base to enhance wallet share. Conduct portfolio reviews and offer rebalancing strategies aligned with client goals, risk profile, and market conditions. Ensure month-on-month activation and growth of third-party products across branches. Stay updated on market trends, regulatory developments, and investment products to provide informed recommendations. Build long-term client relationships by providing consistent support, timely communication, and superior service. Skills & Competencies: Strong understanding of financial markets, asset classes, and wealth management products. Analytical mindset with ability to interpret client portfolios and market data. Excellent communication and presentation skills. Ability to influence, train, and collaborate with sales teams.
Key Responsibilities: Lead, manage, and motivate a team of Sales Managers/Equity Advisors to achieve acquisition and revenue targets. Recruit, train, and onboard new team members to strengthen the client acquisition pipeline. Ensure team achieves monthly/quarterly targets for DEMAT & Trading account openings . Drive cross-selling of Third-Party Products (TPP) – Mutual Funds, Insurance, Bonds, PMS, AIF, etc. Support the team in joint client meetings and resolving escalations promptly. Skills & Competencies: Strong knowledge of equity market, DEMAT & Trading operations, and wealth management products . Proven ability in sales leadership, team handling, and business growth . High energy, target-oriented, and able to thrive under pressure .
Key Responsibilities: Lead, manage, and motivate a team of Sales Managers/Equity Advisors to achieve acquisition and revenue targets. Recruit, train, and onboard new team members to strengthen the client acquisition pipeline. Ensure team achieves monthly/quarterly targets for DEMAT & Trading account openings . Drive cross-selling of Third-Party Products (TPP) – Mutual Funds, Insurance, Bonds, PMS, AIF, etc. Support the team in joint client meetings and resolving escalations promptly. Skills & Competencies: Strong knowledge of equity market, DEMAT & Trading operations, and wealth management products . Proven ability in sales leadership, team handling, and business growth . High energy, target-oriented, and able to thrive under pressure .
*Candidate should have intensive market experience and exposure of equity Markets. *Candidate should have a Branch Head experience for minimum 10 years in a stock-broking firm. *Candidate should be able to lead the team & should have thorough knowledge of Local Capital Market. *Candidate should have good understanding of Equity related Sales & processes. *Candidate will be responsible for branch profitability.
Role Overview: The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio advisory. Key Responsibilities: Provide comprehensive investment advisory to clients across asset classes (Mutual Funds – Equity & Hybrid, PMS, AIF, MLDs, Bonds, Unlisted, etc.). Drive cross-selling and upselling opportunities within the existing client base to enhance wallet share. Conduct portfolio reviews and offer rebalancing strategies aligned with client goals, risk profile, and market conditions. Ensure month-on-month activation and growth of third-party products across branches. Stay updated on market trends, regulatory developments, and investment products to provide informed recommendations. Build long-term client relationships by providing consistent support, timely communication, and superior service. Skills & Competencies: Strong understanding of financial markets, asset classes, and wealth management products. Analytical mindset with ability to interpret client portfolios and market data. Excellent communication and presentation skills. Ability to influence, train, and collaborate with sales teams.
Manage the end-to-end recruitment lifecycle — from understanding business requirements to onboarding. Source, screen, and evaluate candidates using various platforms (Naukri, LinkedIn, referrals, etc.). Collaborate with business heads and hiring managers to identify hiring needs and develop job descriptions. Build and maintain a strong candidate pipeline for critical roles. Ensure timely closures of open positions and maintain hiring SLAs. Maintain and update recruitment dashboards and MIS reports. Ensure compliance with hiring processes and company policies. Enhance the candidate experience through effective communication and engagement throughout the hiring journey.