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 Nagpur
🏢 equitas small finance bank
📍 Nagpur
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