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🥝 Financial Client Partner

J2 Wealth | India, India | Posted May 30, 2026

Job Description

🚀 We’re Hiring: Relationship Manager – Financial Services

📍 Locations: Chennai | Bengaluru | Hyderabad

🏢 Company: J2 Wealth

🕒 Employment Type: Full-Time, Permanent


Role: Relationship Manager


What You’ll 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 We’re Looking For:


- Min. 3+ years experience in Sales / Customer Service


- Strong understanding of wealth management & financial markets


- NISM V-A certification (mandatory)


- E...

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