Relationship Manager - MF Sales & Growth: Achieve monthly and quarterly AUM and revenue targets. Client Acquisition: Source new investors via networking, referrals, and field campaigns. Portfolio Management: Conduct regular performance reviews and portfolio rebalancing. Financial Advisory: Match customer risk profiles with suitable equity or debt schemes . Channel Engagement: Train and support distribution partners or bank branch teams. Compliance: Ensure adherence to SEBI, AMFI, and KYC guidelines
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 MIDC, Wardha.
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 MIDC, Wardha.
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 MIDC, Wardha.
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
MIDC, Wardha
2 - 6+ years Experience in Sales / Business Development
Full Time
