Mutual Fund Relationship Manager (Wardha)

Mutual Fund Relationship Manager (Wardha)

01 Oct
|
equitas small finance bank
|
Wardha

01 Oct

equitas small finance bank

Wardha

Relationship Manager - MF 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

📌 Mutual Fund Relationship Manager (Wardha)
🏢 equitas small finance bank
📍 Wardha

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