Relationship Manager Mutual Funds Akola

Relationship Manager Mutual Funds Akola

14 Sep
|
equitas small finance bank
|
Akola

14 Sep

equitas small finance bank

Akola

Relationship Manager - MF Maintain and deepen relationships with an assigned base of retail, affluent, or High Net Worth (HNI) customers. Sales & Growth: Achieve targets for Current Account Savings Account (CASA) growth, deposits, retail loans, and investment products. Cross-Selling: Identify client needs to cross-sell mutual funds, insurance, credit cards, and forex products.

Client Acquisition: Source current-to-bank retail customers through open market referrals, local networking, and branch channels.

Customer Service: Serve as the primary point of contact for resolving queries and service requests within defined turnaround times (TAT). Compliance & Risk: Ensure adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and internal bank operational policies.

📌 Relationship Manager Mutual Funds Akola
🏢 equitas small finance bank
📍 Akola

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