Relationship Manager - MF (Wardha)

Relationship Manager - MF (Wardha)

22 Sep
|
equitas small finance bank
|
Wardha

22 Sep

equitas small finance bank

Wardha

- Sales & Growth: Achieve monthly and quarterly AUM and revenue targets.

- Client Acquisition: Source recent investors via networking, referrals, and field campaigns.

- Portfolio Management: Conduct regular performance reviews and portfolio rebalancing.

- Financial Advisory: Match customer risk profiles with suitable equity or debt schemes.

- Channel Engagement: Train and support distribution partners or bank branch teams.

- Compliance: Ensure adherence to SEBI, AMFI, and KYC guidelines

📌 Relationship Manager - MF (Wardha)
🏢 equitas small finance bank
📍 Wardha

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