Job Description:
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 Nashik
🏢 equitas small finance bank
📍 Nashik
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