Company Description AJ Funds Pro (AJFP) is a financial advisory firm that follows a structured, disciplined approach to help clients achieve their financial goals and milestones. The company focuses on creating tailored portfolio solutions that align with each client’s risk profile, investment horizon, and personal objectives. Team members work closely with clients to provide clear guidance and support across different stages of their financial journey. AJFP values professionalism, integrity, and long-term relationships with both clients and colleagues.

? Adyar, Chennai | On-site
? Experience: Experienced candidates preferred
?️ Languages: English + Tamil + Hindi

At AJ Funds Pro, we’re not looking for someone who simply makes calls and follows up.
We’re looking for someone who can build relationships, understand clients, take ownership, and become the person they trust with their financial journey.

? Your Role
? Build and maintain robust relationships with existing clients
? Grow existing business through deeper client engagement and identifying new opportunities




? Develop new client relationships and generate business
? Understand client investment needs and coordinate on suitable solutions
? Handle client queries, follow-ups and regular portfolio interactions
? Work closely with our senior team on Wealth Management & Financial Planning
? Stay updated on mutual funds, markets and financial products

We’d love to meet you if you are
Experienced in Mutual Funds / Wealth Management / Financial Services / Banking / Broking
Confident speaking with HNI and retail clients
Fluent in English, Tamil and Hindi
Good at communication, relationship building and follow-ups
Someone who enjoys interacting with people and can build trust naturally
Ambitious and looking to grow beyond a conventional sales role

Why AJ Funds Pro?
You’ll get exposure to the larger wealth management ecosystem—not just one financial product. You’ll work closely with an experienced team and get the opp

📌 Relationship Manager (Chennai)
🏢 AJ FUNDS PRO
📍 Chennai