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.
Company Description JM Financial Services Ltd has a legacy of nearly four decades, empowering investors with effective financial products and sound advice. We cater to a diverse clientele, including institutions and corporates, fulfilling their investment needs with services ranging from Equity Broking and Wealth Management to Mutual Funds, Insurance, and Bonds. Our research-backed advisory experience ensures that customers are supported throughout their financial journey. At JM Financial Services Ltd, we are dedicated to helping clients make informed decisions to achieve their financial goals. Role Description This is a full-time on-site role for a Sales Trader based in Vadodara. The Sales Trader will be responsible for developing and maintaining strong client relationships, executing trades efficiently, analyzing market trends, and providing clients with timely and accurate advice. The role involves collaboration with team members to ensure customer satisfaction and the effective execution of trading strategies to meet clients' financial objectives. Qualifications Strong Client Relations and Customer Contact skills Excellent Cooperation and teamwork abilities Proficiency in Trading and related financial operations Strong Analytical Skills to assess market data and make informed decisions Good verbal and written communication abilities Relevant experience in sales trading or the financial markets is a plus A degree in Finance, Economics, Business, or a related field is desirable
As a Sales Trader at JM Financial Services Ltd in Vadodara, your role involves developing and maintaining strong client relationships, executing trades efficiently, analyzing market trends, and providing clients with timely and accurate advice. Your collaboration with team members is crucial to ensure customer satisfaction and the effective execution of trading strategies to meet clients" financial objectives. Key Responsibilities: - Develop and maintain strong client relationships - Execute trades efficiently - Analyze market trends - Provide clients with timely and accurate advice - Collaborate with team members to ensure customer satisfaction - Execute trading strategies effectively to meet clients" financial objectives Qualifications: - Strong Client Relations and Customer Contact skills - Excellent Cooperation and teamwork abilities - Proficiency in Trading and related financial operations - Strong Analytical Skills to assess market data and make informed decisions - Good verbal and written communication abilities - Relevant experience in sales trading or the financial markets is a plus - A degree in Finance, Economics, Business, or a related field is desirable,
Company Description JM Financial Services Ltd. is committed to empowering investors by offering effective financial products and expert advice to achieve their financial goals. With nearly four decades of expertise, the company has catered to the investment needs of institutions, corporates, and individual clients. Offering a wide range of services such as Wealth Management, Equity Broking, Portfolio Management Services, and distribution of financial products like Mutual Funds, Insurance, Fixed Deposits, and Bonds, JM Financial Services is dedicated to supporting every step of a customer’s financial journey. Backed by years of research and advisory experience, the company prioritizes informed decision-making and client success. Role Description This is a full-time on-site Wealth Manager role based in Mumbai. The Wealth Manager will be responsible for developing and implementing financial plans, managing investment portfolios, and guiding clients in making informed decisions to achieve their financial goals. Additional responsibilities include offering tailored advice, recommending suitable investment products, and providing ongoing support to clients to ensure their financial success. Qualifications Skills in Financial Planning and Investment Management to guide clients effectively Expertise in Investments and Finance to help clients make informed decisions Knowledge of Insurance as part of a comprehensive wealth management strategy Strong interpersonal and communication skills to build and sustain client relationships Capability to analyze financial markets and provide actionable insights At least a bachelor's degree in Finance, Economics, Business Administration, or a related field Proven experience in wealth management, financial advisory, or investment banking is an advantage Professional certifications like CFP, CFA, or equivalent are beneficial