Relationship Manager - MF (India)

Relationship Manager - MF (India)

24 Aug
|
equitas small finance bank
|
India

24 Aug

equitas small finance bank

India

- Client Acquisition: Find and convert prospective investors or channel partners (like Mutual Fund Distributors) into active accounts.

- Portfolio Advisory: Assess risk profiles and suggest suitable mutual fund schemes (equity, debt, hybrid).

- Revenue Generation: Meet monthly and yearly sales targets via fresh inflows, SIP registrations, and switches.

- Relationship Building: Conduct regular portfolio reviews and update clients on market movements.

- Service & Compliance: Resolve queries, handle transaction assistance, and ensure adherence to regulatory norms.

📌 Relationship Manager - MF (India)
🏢 equitas small finance bank
📍 India

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