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)
- E...