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Unit Manager
JM Financial Services LtdMumbai, Mumbai (district)6 days ago
Job descriptionStrong 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 :
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Unit Manager • Mumbai, Mumbai (district)
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