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Relationship Manager

πŸ“ Location
Chennai
⏰ Job Type
Full-time
πŸ“… Posted
June 05, 2026

About the Role

πŸš€ We’re Hiring: Relationship Manager – Financial Services

πŸ“ Locations: Chennai | Bengaluru | Hyderabad

🏒 Company: J2 Wealth

πŸ•’ Employment Type: Full-Time, Permanent


Role: Relationship Manager


What You’ll Do:

β€’ Acquire new clients and expand business growth

β€’ Manage and strengthen relationships with existing & HNI clients

β€’ Travel within and outside the city for client meetings

β€’ Provide expert advisory across: Mutual Funds, Insurance, PMS, AIF, Stock Market & Financial Products

β€’ Ensure regulatory & compliance standards

β€’ Achieve sales and revenue targets


What We’re Looking For:

β€’ Min. 3+ years experience in Sales / Customer Service

β€’ Strong understanding of wealth management & financial markets

β€’ NISM V-A certification (mandatory)

β€’ Excellent communication & interpersonal skills

β€’ La...

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