Relationship Manager

3 - 8 years

3 - 6 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

What You will 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

Why Join J2 Wealth?

  • Work with a rapidly scaling wealth management brand
  • Strong growth & learning environment
  • Client-first ethical culture
  • Exposure to wide financial product suite

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