Relationship Manager - Mutual Funds

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