Relationship Manager - MF

Position: RM-M/1834593
Company: Equitas Small Finance Bank
Location: Wardha, Maharashtra
Sector: Inclusive Banking - MF
Branches: West > Maharashtra > Nashik > Nagpur > Wardha
Branch Code: 9112

Posted On: 18 Aug 2026
End Date: 17 Sep 2026
Required Experience: 4 years

Basic Section

- No. Of Openings: 1
- External Title: Relationship Manager - MF
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 17 Sep 2026

Organisational Section

- Entity: Equitas Small Finance Bank
- Business Unit: Assets
- Division/Function (SBU): Inclusive Banking - MF
- Department: Micro Finance
- Sub-Department: Business
- Generic Role: Relationship Manager
- Zone: West
- State: Maharashtra
- Region: Nashik
- Area: Nagpur
- Cluster: Wardha
- PT Location: Maharashtra
- Branch Name: Wardha

Skills

- Skill: Strategic Business Orientation
- Skill: Customer Focus

Education

- Highest Education: BA

Language





- Working Language: Hindi

- Client Acquisition & Sales: Generate leads, pitch mutual fund schemes (SIPs, lump sums), and achieve monthly or quarterly sales and revenue targets.

- Portfolio Management: Conduct regular performance reviews of client investments, suggest portfolio rebalancing, and share market trends or NAV updates.

- Financial Advisory: Assess the client's risk appetite, financial goals, and investment horizon to recommend suitable asset allocations.

- Cross-Selling: Identify opportunities to upsell other financial products like insurance, loans, or portfolio management services (PMS).

- Compliance & Operations: Assist clients with KYC verification, account opening documentation, and adherence to SEBI and AMFI guidelines.

📌 Skill (Nagpur)
🏢 Equitas Micro Finance India
📍 Nagpur