Company Description JM Financial Services Ltd is a leading Indian financial services firm with nearly four decades of experience in wealth creation and financial independence. The company offers a comprehensive suite of services, including equity broking and trading, wealth and portfolio management, mutual fund and insurance distribution, fixed deposits and bonds, and research-backed financial advice. With a strong focus on data-driven research and a personalized approach, JM Financial Services supports individual investors, HNIs, corporates, and institutions in achieving their financial goals.

The organization is committed to leveraging India’s growth story, combining technology and expert relationship management to deliver robust, client-centric solutions. JM Financial Services seeks professionals who are passionate about finance, innovation, and client success, and offers opportunities to grow and build a long-term career in the financial sector.

Role Description The Assistant Manager role is a full time, on-site position based in Nagpur.

The Assistant

Manager will support branch operations and sales activities, including assisting in client onboarding, documentation, and compliance checks across products such as equities, mutual funds, bonds, and other investment solutions. This role will involve coordinating with relationship managers to address client queries, preparing reports and dashboards on business performance, and tracking key metrics.

The Assistant

Manager will help implement marketing initiatives,



ensure timely execution of trades and transactions, and maintain accurate records in internal systems. The role also includes collaborating with cross-functional teams to improve service quality, adhering to regulatory and internal guidelines, and contributing to the achievement of branch revenue and customer satisfaction targets.

Qualifications

- Candidates should possess strong financial services knowledge, including understanding of equities, mutual funds, bonds, and other investment products.
- Candidates should possess skills in client service and relationship management, including the ability to communicate clearly, manage queries, and build long-term client trust.
- Candidates should possess operational and administrative skills, such as documentation handling, data entry accuracy, report preparation, and compliance adherence.
- Candidates should possess analytical and problem-solving skills, including comfort with numbers, ability to interpret basic reports, and attention to detail.
- Candidates should possess proficiency with office productivity tools and trading or CRM platforms, and be willing to learn new technology systems.
- Relevant qualifications such as a bachelor’s degree in commerce, finance, business, or a related field are preferred; additional certifications in capital markets or financial planning are an advantage.
- Prior experience in retail broking, wealth management, or branch operations in financial services is beneficial, along with familiarity with SEBI and related regulatory requirements.

📌 Assistant Manager (Nagpur)
🏢 JM Financial Services
📍 Nagpur