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, ...

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