Company Description JM Financial Services Ltd, with nearly four decades of experience, is a leading provider of investment and wealth management solutions in India. The company offers a comprehensive range of services, including equity broking and trading, wealth management, portfolio management services, mutual fund and insurance distribution, fixed deposits, bonds, and research-backed financial advice. JM Financial Services serves a diverse client base of individual investors, high-net-worth clients, corporates, and institutions, supported by strong research capabilities and technology-enabled platforms.

The firm focuses on personalized strategies aligned with clients’ financial goals and India’s long-term growth potential. JM Financial Services is committed to attracting professionals who are passionate about finance, technology, and client success, and provides opportunities for career development in the financial services sector.

Role Description The Sales Manager is a full-time, on-site role based in Bhopal, responsible for driving business growth and client acquisition for JM Financial Services Ltd. This role includes managing and expanding a portfolio of retail and HNI clients, promoting the company’s investment and trading products, and achieving sales and revenue targets.

The Sales

Manager will conduct client meetings, understand financial goals, recommend suitable products, and coordinate with internal teams for smooth onboarding and ongoing service delivery. Day-to-day responsibilities involve monitoring market trends, generating leads, building relationships with channel partners,



and ensuring adherence to compliance and regulatory guidelines. The role also includes mentoring sales team members, preparing sales reports, and contributing to local market development initiatives.

Qualifications

- Candidates should possess strong sales, business development, and client relationship management skills, with proven ability to meet or exceed revenue targets.
- Candidates should possess knowledge of financial markets and investment products, such as equities, mutual funds, bonds, and other wealth management solutions.
- Candidates should possess effective communication, negotiation, and presentation skills, with the ability to explain complex financial concepts in a clear manner.
- Candidates should possess strong analytical and problem-solving skills, including comfort with data, basic financial analysis, and use of CRM or sales tracking tools.
- Candidates should possess proficiency in MS Office and digital platforms for trading, reporting, and client engagement, along with comfort working in a technology-driven environment.
- Relevant experience in financial services, banking, broking, or wealth management is preferred, especially in a sales or relationship-focused role.
- A bachelor’s degree in finance, commerce, business administration, economics, or a related field is preferred; relevant certifications in securities or mutual funds distribution are an advantage.
- Candidates should demonstrate high ethical standards, familiarity with regulatory requirements, and the ability to work in a performance-driven, on-site setting in Bhopal.

📌 Sales Manager (Bhopal)
🏢 JM Financial Services
📍 Bhopal