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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
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