Relationship Manager Mf Wardha

Relationship Manager Mf Wardha

23 Sep
|
equitas small finance bank
|
Wardha

23 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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