- Sales and Business Development: Find and bring in current clients through networking, referrals, and lead generation to meet sales and revenue goals.
- Client Relationship Management: Maintain regular contact with existing clients, review their investment portfolios, and answer queries about fund performance.
- Financial Advisory: Assess client risk tolerance and financial goals to suggest suitable mutual fund schemes, Systematic Investment Plans (SIPs), and lump-sum options.
- Compliance and Operations: Help clients with Know Your Customer (KYC) documentation and make sure all transactions follow SEBI and AMFI rules
📌 Relationship Manager - MF (Nagpur)
🏢 equitas small finance bank
📍 Nagpur
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