- Acquire recent clients for mutual fund investment products.
- Develop and maintain strong relationships with existing customers.
- Understand clients' financial goals, risk appetite, and investment requirements.
- Recommend suitable mutual fund schemes based on customer profiles.
- Conduct portfolio reviews and suggest investment strategies.
- Cross-sell and up-sell investment products such as SIPs, ELSS, Hybrid Funds, Debt Funds, and Equity Funds.
- Generate leads through referrals, networking, and branch/channel partnerships.
- Achieve monthly, quarterly, and annual business targets.
- Ensure compliance with SEBI, AMFI, and organizational guidelines.
- Maintain accurate customer records and sales reports in CRM systems.
- Provide regular market updates and investment insights to clients.
📌 Relationship Manager - MF (Pune)
🏢 equitas small finance bank
📍 Pune
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