25 Aug
|
equitas small finance bank
|
Nashik
25 Aug
equitas small finance bank
Nashik
- 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