Relationship Manager - MF 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.