W E ' R E H I R I N G

Relationship Manager

Wealth & Investment | Full time | Thane (W), Mumbai MMR

Open Positions

2

Experience

1–2 years preferred; freshers may also apply

Education

Graduate in Finance / B.Com (mandatory)

CTC

₹3–4 LPA — open for discussion

Location

Thane (W), Mumbai MMR

Key Responsibilities

· Client Acquisition (NTB): Source new-to-book clients across the wealth and investment segment. Identify opportunities through market intelligence, referrals and networking to build a healthy client pipeline.

· Portfolio Management: Manage and deepen relationships with the existing client portfolio. Conduct regular engagement and portfolio reviews to ensure client satisfaction, retention and growth in wallet share.

· Investment Advisory & Product Structuring: Understand client risk profiles and financial goals; recommend suitable products across the product suite. Structure proposals aligned with client needs and regulatory guidelines.

· Compliance & Documentation: Ensure all client onboarding,



KYC and transaction documentation is completed accurately and on time, in line with SEBI/regulatory and internal compliance norms.

· Portfolio Hygiene: Ensure timely renewals, tracking of maturities and premiums, monitoring of client accounts, and maintain a high-quality book with minimal drop-offs or lapses.

· Cross-Selling: Identify and capitalise on cross-sell opportunities across the full product suite to maximise client value and revenue per client.

Desired Candidate Profile

· Graduation in Finance, B.Com, or a related field (mandatory).

· Postgraduate degree in Finance, Commerce, or a related field — an added advantage.

· 1–2 years of relevant experience preferred; freshers may also apply.

· NISM Series V-A (Mutual Fund Distributors) certification — added advantage/bonus.

· Strong understanding of investment products, client suitability and risk profiling.

· Excellent relationship management and communication skills.

· Proven ability to dr

📌 Relationship Manager (Thane)
🏢 IR2
📍 Thane