Relationship Manager - MF
Equitas Small Finance Bank
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - MF
- Acquire new 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.
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BD / Pre SalesYou can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Nilanga to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
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