- 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.
📌 Relationship Manager - MF (India)
🏢 equitas small finance bank
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.