Relationship Manager - MF
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - MF
- Client Acquisition & Sales: Generate leads, pitch mutual fund schemes (SIPs, lump sums), and achieve monthly or quarterly sales and revenue targets.
- Portfolio Management: Conduct regular performance reviews of client investments, suggest portfolio rebalancing, and share market trends or NAV updates.
- Financial Advisory: Assess the client's risk appetite, financial goals, and investment horizon to recommend suitable asset allocations.
- Cross-Selling: Identify opportunities to upsell other financial products like insurance, loans, or portfolio management services (PMS).
- Compliance & Operations: Assist clients with KYC verification, account opening documentation, and adherence to SEBI and AMFI 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 Wardha to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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