Role & responsibilities

1: Job Purpose Statement To drive sales of Fixed Deposits and Mutual Funds through direct customer engagement and branch referrals. The role focuses on cross-selling to existing NBFC customers, acquiring recent clients, and ensuring superior customer experience while meeting business targets

Preferred candidate profile

2: Duties & Responsibilities
Cross-sell Fixed Deposits and Mutual Funds to existing NBFC customers and current prospects.
Generate business through branch referrals and direct sourcing.
Conduct periodic portfolio reviews and investment counselling for clients.
Maintain and grow Mutual Fund AUM and SIP book.
Ensure timely documentation, compliance, and onboarding for investment products.
Participate in branch engagement activities and product training sessions.
Provide market insights and feedback to improve product positioning and customer targeting.
Support digital initiatives to increase business via online platforms.

📌 Relationship Manager Coimbatore
🏢 Mahindra Finance
📍 Coimbatore