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 drive sales targets while managing client risk and compliance.
Products You Will Advise On
Mutual Funds Insurance Equity Products PMS AIF Alternate Investments Loans GIFT City Investments
About ILNB Group
ILNB Financial Services Pvt. Ltd. — “Your Financial Doctor” — simplifies investing through a transparent, structured and goal-based approach. Backed by experienced financial professionals, ILNB helps clients make confident decisions that secure their future and grow their wealth. We believe wealth creation is not about timing the market — it is about time in the market with the right strategy.
18+ Years of Experience | 750+ Satisfied Clients | ₹200+ Cr Assets Managed
Ready to grow with us?
Send your resume with the subject line “Application – Relationship Manager” to renuka,[email protected]
or can connect on whats app -8600993582
Pay: ₹20,000.00 - ₹25,000.00 per month
Work Location: In person
