Company Description NJ Group is an evolving and enterprising organization with roots in the Indian financial services sector and a strong focus on customer satisfaction and long-term value creation. Since its inception in 1994 with NJ India Invest Private Limited, the group has built one of the largest financial products distribution networks in India through the NJ Wealth Distributor Network. Over time, NJ Group has diversified into multiple businesses, including asset management, real estate, insurance broking, training and development, technology, organic food distribution, interior design, innovative loan products, offshore funds, and charitable initiatives.

The group is headquartered in Surat, Gujarat, with a presence in over 180 locations across India and a team of more than 1,800 employees. Trust, process excellence, and strong execution capabilities continue to drive its growth and success.*

Role Description This is a full-time, on-site Relationship Manager role based in Mumbai.

The Relationship

Manager will be responsible for managing and nurturing client relationships, understanding client financial goals, and recommending suitable products and services from NJ Group’s portfolio. Daily responsibilities include conducting client meetings, following up on inquiries, maintaining accurate records of interactions, and coordinating with internal teams to ensure timely and effective service delivery.



The role also involves identifying recent business opportunities, supporting client onboarding, and ensuring compliance with internal policies and regulatory requirements.

The Relationship

Manager will contribute to customer satisfaction, retention, and overall business growth through proactive communication and professional advice.

Qualifications

- Candidates should possess strong client relationship management, customer service, and stakeholder communication skills.
- Candidates should possess skills in basic financial understanding, needs analysis, and the ability to explain investment or financial products clearly.
- Candidates should possess organizational, time management, and documentation skills to handle multiple client accounts effectively.
- Candidates should possess problem-solving, negotiation, and conflict resolution skills to address client concerns and queries.
- Candidates should possess proficiency in MS Office tools and CRM or related client management systems.
- Relevant bachelor’s degree (e.g., Finance, Commerce, Business, Economics) or equivalent professional experience is preferred.
- Prior experience in financial services, banking, wealth management, or a client-facing sales role will be advantageous.
- Ability to work on-site in Mumbai, collaborate with cross-functional teams, and communicate fluently in English; knowledge of local languages is an added benefit.

📌 Relationship Manager (Mumbai)
🏢 Nj Group
📍 Mumbai