Job Description
We’re Hiring: Relationship Manager – Financial Services
Locations: Chennai | Bengaluru | Hyderabad
Company: J2 Wealth
Employment Type: Full-Time, Permanent
Role: Relationship Manager
What You’ll Do:
• Acquire new clients and expand business growth
• Manage and strengthen relationships with existing & HNI clients
• Travel within and outside the city for client meetings
• Provide expert advisory across: Mutual Funds, Insurance, PMS, AIF, Stock Market & Financial Products
• Ensure regulatory & compliance standards
• Achieve sales and revenue targets
What We’re Looking For:
• Min. 3+ years experience in Sales / Customer Service
• Strong understanding of wealth management & financial markets
• NISM V-A certification (mandatory)
• Excellent communication & interpersonal skills
• Languages: English, Hindi, Tamil, Telugu, Kannada
• Any graduate
About Us
J2 Wealth is one of India’s fastest-growing wealth management firms, proudly servi...
Locations: Chennai | Bengaluru | Hyderabad
Company: J2 Wealth
Employment Type: Full-Time, Permanent
Role: Relationship Manager
What You’ll Do:
• Acquire new clients and expand business growth
• Manage and strengthen relationships with existing & HNI clients
• Travel within and outside the city for client meetings
• Provide expert advisory across: Mutual Funds, Insurance, PMS, AIF, Stock Market & Financial Products
• Ensure regulatory & compliance standards
• Achieve sales and revenue targets
What We’re Looking For:
• Min. 3+ years experience in Sales / Customer Service
• Strong understanding of wealth management & financial markets
• NISM V-A certification (mandatory)
• Excellent communication & interpersonal skills
• Languages: English, Hindi, Tamil, Telugu, Kannada
• Any graduate
About Us
J2 Wealth is one of India’s fastest-growing wealth management firms, proudly servi...
Apply for this Position
Ready to join J2 Wealth? Click the button below to submit your application.
Submit Application