Client Acquisition & Retention: Identify and acquire high-net-worth (HNI) or retail clients, nurture ongoing relationships, and minimize client attrition.
Portfolio & Investment Advisory: Profile customer risk appetites and recommend suitable mutual fund schemes, Systematic Investment Plans (SIPs), and asset allocations.
Sales & Revenue Targets: Achieve assigned business metrics such as Asset Under Management (AUM) growth, net inflows, and cross-selling targets.
Client Servicing & Education: Serve as the main point of contact for investment queries, periodic portfolio reviews, transaction processing, and educational sessions.
Distributor Engagement (For B2B RMs): Manage and support relationships with Mutual Fund Distributors (MFDs) and institutional partners to enhance their productivity and product knowledge
📌 Relationship Manager Nagpur
🏢 equitas small finance bank
📍 Nagpur
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