24 Aug
|
Equitas Small Finance
|
Sangamner
24 Aug
Equitas Small Finance
Sangamner
Relationship Manager - MF 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.
📌 Mutual Fund Relationship Manager (Sangamner)
🏢 Equitas Small Finance
📍 Sangamner