Equitas Small Finance Bank

Relationship Manager - MF

Equitas Small Finance Bank
Nagpur
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Relationship Manager - MF

  • Sales & Business Development: Acquire new clients through networking, leads, and referrals to meet assigned mutual fund sales and revenue targets. 
  • Client Advisory: Assess client financial goals, risk tolerance, and investment timeframes to recommend appropriate mutual fund schemes (SIPs, lump sum, or portfolio rebalancing). 
  • Portfolio Management: Conduct regular portfolio reviews for existing clients, providing updates on Net Asset Value (NAV) and market performance. 
  • Operations & Compliance: Assist clients with Know Your Customer (KYC) documentation, account opening, and adherence to SEBI and AMFI guidelines.
  • Query Resolution: Address client concerns and resolve service or transaction issues promptly. 

Job role

Work location
Work locationInclusive Banking - MF>West>Maharashtra>Nashik>Nagpur>Nagpur>Maharashtra>9081>Mankapur
Department
DepartmentSales & BD
Role / Category
Role / CategoryLife Insurance
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameEquitas Small Finance Bank
Job posted by Equitas Small Finance Bank

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You 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 Nagpur 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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