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 .
Other Details
It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.
More about this Mutual Fund Relationship Manager job
What are the eligibility criteria for this Mutual Fund Relationship Manager job?
Ans : Candidates should have All Education levels with 2-7 years of experience for this Mutual Fund Relationship Manager job offered by Equitas Small Finance Bank in Buti Bori, Nagpur.
What salary is offered for this Mutual Fund Relationship Manager job?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Mutual Fund Relationship Manager job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Buti Bori, Nagpur.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Mutual Fund Relationship Manager job is open for both male and female candidates.
Where is this job located?
Ans : This Mutual Fund Relationship Manager job is located in Buti Bori, Nagpur.
Why should you apply for this Mutual Fund Relationship Manager job?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.
A Naukri Group company
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Equitas Small Finance Bank
Buti Bori, Nagpur
2 - 6+ years Experience in Sales / Business Development
Full Time
High Demand
