Relationship Manager - MF
Equitas Small Finance Bank
IndiaPosted about 1 month agoDiscoveredMatch locked
Full TimeSales Jobs
About the role
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 clien
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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