Relationship Manager

Job Title: Relationship Manager (Female)

Company: JDI Wealth

Location: Trivandrum

Salary: ₹15,000 – ₹20,000 per month + Incentives up to ₹10,000

Job Type: Full-time

About JDI Wealth:

JDI Wealth is a trusted financial planning and wealth management firm based in Trivandrum. We specialize in mutual funds, insurance, retirement planning, tax planning, and personalized investment solutions. Our focus is on helping clients achieve long-term financial growth through structured and ethical financial guidance.

Job Responsibilities:

• Build and maintain strong relationships with clients

• Understand client financial goals and recommend suitable investment options

• Promote mutual funds and financial planning services

• Conduct client meetings and follow-ups

• Generate leads and achieve monthly targets

• Maintain client records and documentation

Eligibility:

• Minimum Graduate

• Good communication skills (Malayalam & English)

• Basic computer knowledge

• Age: 24 – 32 years

• Experience in financial field preferred