Acquire current clients for mutual fund investment products.
Develop and maintain solid 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 Maharashtra
🏢 equitas small finance bank
📍 Maharashtra
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