Relationship Manager
J2 Wealth
5 - 10 years
Chennai
Posted: 31/05/2026
Job Description
Were Hiring: Relationship Manager Financial Services
Locations: Chennai | Bengaluru | Hyderabad
Company: J2 Wealth
Employment Type: Full-Time, Permanent
Role: Relationship Manager
What Youll 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 Were 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 Indias fastest-growing wealth management firms, proudly serving 1,500+ clients across India and abroad. Guided by our customer-first philosophy, we provide transparent, ethical, and innovative financial solutions to help individuals and businesses achieve long-term wealth and security.
Why Join J2 Wealth?
Work with a rapidly scaling wealth management brand
Opportunity to handle HNI portfolios
Strong growth & learning environment
Client-first ethical culture
Exposure to wide financial product suite
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