Relationship Manager
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - MF
- Prospect High-Net-Worth Individuals (HNIs) and corporates, perform financial assessments, and build customized MF portfolios.
- AUM Growth: Meet or exceed targets for Assets Under Management (AUM) generation and revenue.
- Client Servicing & Reviews: Conduct regular portfolio reviews, educate clients on market dynamics, and resolve queries or complaints.
- Distributor/Channel Management: If managing B2B/channels, you will train and engage with banks and Mutual Fund Distributors (MFDs) to maximize market share.
- Compliance: Ensure all investment recommendations and transactions adhere to SEBI and AMFI regulatory guidelines
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Equitas Small Finance LtdWork from OfficeFull TimeMin. 1 yearYou 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 Nagar to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
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