Company Description JM Financial Ltd. is an integrated and diversified financial services group headquartered in Mumbai, with a strong presence across India and international offices in Mauritius, Singapore, New York, and Dubai. Listed on the BSE and NSE, the Group has over five decades of experience providing strategic, client-focused financial solutions supported by deep domain expertise and robust risk management. Its four core business verticals span Corporate Advisory & Capital Markets, Wealth & Asset Management, Private Markets, and Affordable Home Loans, offering a comprehensive suite of financial products and services. JM Financial is driven by a culture of integrity and partnership and is committed to delivering long-term value to clients, stakeholders, and communities. Role Description This is a full time, on-site Relationship Manager role based in Puducherry. The Relationship Manager will build and maintain strong client relationships, act as the primary contact for queries, and ensure a high level of client satisfaction across assigned portfolios. Responsibilities include understanding clients’ financial needs, recommending suitable products and services, coordinating with internal teams for smooth onboarding and servicing, and monitoring account performance and risk indicators. The role involves regular client meetings, generating leads through referrals and local networking,



preparing basic reports and documentation, and adhering to regulatory and internal compliance standards. The Relationship Manager will also support branch-level business growth objectives and contribute to customer retention initiatives. Qualifications
• Candidates should possess strong client relationship management, customer service, and interpersonal skills.
• Candidates should possess communication, presentation, and negotiation skills for effective client engagement.
• Candidates should possess basic financial understanding, analytical skills, and the ability to interpret key customer and product information.
• Candidates should possess organizational, time-management, and documentation skills to handle multiple client accounts efficiently.
• Candidates should possess proficiency with common office productivity tools and CRM or banking systems, or be willing to learn.
• Relevant experience in banking, NBFCs, or financial services relationship management is preferred.
• A graduate degree in commerce, finance, business, or a related field is beneficial; additional certifications in financial services or sales are an advantage.
• Ability to work ethically within regulatory and internal compliance frameworks and to collaborate with branch and product teams.

📌 Relationship Manager (Chidambaram)
🏢 JM Financial
📍 Chidambaram