Relationship Manager

Role & responsibilities

First things first: You wont be making cold calls or persuading anyone to buy something they dont need.

Instead, youll be advising clients who have shown interest in our services - and guiding, educating them make the best decisions for their unique situations.

:

That's the ethos we want for estate planning.

Youll be the first human touch-point for inbound leads, guiding families to the right WillJini solution without cold-calling quotas or pushy tactics.

Key Responsibilities

• Discovery & education

  Conduct scheduled phone / video consultations to map a clients family structure, assets and succession concerns, translating legal jargon into everyday language.

• Tailored recommendations

  Suggest the most suitable Will, Trust or Probate service and outline next steps; no “one-size-fits-all” pitches.

• Trust-building follow-ups

  Send personalised summaries, answer queries on WhatsApp/email and nudge prospects toward an informed decision—never a pressured one.

• Smooth hand-offs

  Create detailed briefs for our legal team so clients experience a seamless shift from advisory to execution.

• Pipeline hygiene

  Log every interaction in the CRM, track opportunity stages and share customer insights with marketing, product and ops.

• Continuous learning

  Stay abreast of inheritance laws, taxation changes and WillJini product updates to keep advice razor-sharp.

Preferred candidate profile

• Experience:

  3-8 yrs in consultative sales / advisory (insurance, wealth, fintech, legal tech). Proven track record of meeting targets through trust, not pressure.
  

• Education:

  Any graduate; LLB/CFP/CLU a plus.

• Skills:

• Exceptional verbal & written communication in English and at least one Indian language.
• Active listening and problem-solving finesse.
• Ability to simplify complex financial-legal concepts.
• Comfortable with Zoom, Google Workspace and a modern CRM.
  

• Mindset:

  Empathetic, intellectually curious, metrics-oriented and ethically uncompromising.

Nice-to-Have

• Exposure to wills, trusts, insurance or tax advisory.
• Experience with high-net-worth or NRI clientele.
• Public-speaking or webinar-hosting chops.