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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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