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Job Title:

Unit Manager

Company: JM Financial Services Ltd

Location: Mumbai, Maharashtra

Created: 2025-11-04

Job Type: Full Time

Job Description:

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 forDEMAT & Trading account openings . Drive cross-selling ofThird-Party Products (TPP)– Mutual Funds, Insurance, Bonds, PMS, AIF, etc. Support the team injoint client meetingsand resolving escalations promptly.Skills & Competencies: Strong knowledge ofequity market, DEMAT & Trading operations, and wealth management products . Proven ability insales leadership, team handling, and business growth . High energy, target-oriented, and able tothrive under pressure .

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