Relationship Manager - Mutual Funds (Nagar)
Relationship Manager - Mutual Funds (Nagar)
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Nagar, India -
Posted: less than a week ago
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Description
Relationship Manager
- MF Prospect High-Net-Worth Individuals (HNIs) and corporates, perform financial assessments, and build customized MF portfolios. AUM Growth: Meet or exceed targets for Assets Under Management (AUM) generation and revenue. Client Servicing & Reviews: Conduct regular portfolio reviews, educate clients on market dynamics, and resolve queries or complaints. Distributor/Channel Management: If managing B2B/channels, you will train and engage with banks and Mutual Fund Distributors (MFDs) to maximize market share. Compliance: Ensure all investment recommendations and transactions adhere to SEBI and AMFI regulatory guidelines Apply on Kit Job: kitjob.in/job/4mu3fw
- MF Prospect High-Net-Worth Individuals (HNIs) and corporates, perform financial assessments, and build customized MF portfolios. AUM Growth: Meet or exceed targets for Assets Under Management (AUM) generation and revenue. Client Servicing & Reviews: Conduct regular portfolio reviews, educate clients on market dynamics, and resolve queries or complaints. Distributor/Channel Management: If managing B2B/channels, you will train and engage with banks and Mutual Fund Distributors (MFDs) to maximize market share. Compliance: Ensure all investment recommendations and transactions adhere to SEBI and AMFI regulatory guidelines Apply on Kit Job: kitjob.in/job/4mu3fw
Highlights
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Company nameEquitas Small Finance -
Job positionRelationship Manager - Mutual Funds (Nagar)
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