Mutual Fund 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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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 Nagpur to get hired quickly.
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