Relationship Manager - MF Acquire new clients for mutual fund investment products. Develop and maintain strong relationships with existing customers. Understand clients' financial goals, risk appetite, and investment requirements. Recommend suitable mutual fund schemes based on customer profiles. Conduct portfolio reviews and suggest investment strategies. Cross-sell and up-sell investment products such as SIPs, ELSS, Hybrid Funds, Debt Funds, and Equity Funds. Generate leads through referrals, networking, and branch/channel partnerships. Achieve monthly, quarterly, and annual business targets. Ensure compliance with SEBI, AMFI, and organizational guidelines. Maintain accurate customer records and sales reports in CRM systems. Provide regular market updates and investment insights to clients.
Other Details
It is a Full Time Sales / Business Development job for candidates with 2 - 3 years of experience.
More about this Mutual Fund Relationship Manager job
Who is eligible to apply for this Mutual Fund Relationship Manager job at Equitas Small Finance Bank?
Ans : Candidates should have All Education levels for this Mutual Fund Relationship Manager job offered by Equitas Small Finance Bank.
How much can you earn in this position?
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 Ichalkaranji, Kolhapur.
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 Ichalkaranji, Kolhapur.
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
Ichalkaranji, Kolhapur
2 - 3 years Experience in Sales / Business Development
Full Time
