01Overview
Relationship Manager - MF Client Acquisition: Find and convert prospective investors or channel partners (like Mutual Fund Distributors) into active accounts. Portfolio Advisory: Assess risk profiles and suggest suitable mutual fund schemes (equity, debt, hybrid). Revenue Generation: Meet monthly and yearly sales targets via fresh inflows, SIP registrations, and switches. Relationship Building: Conduct regular portfolio reviews and update clients on market movements. Service & Compliance: Resolve queries, handle transaction assistance, and ensure adherence to regulatory norms. .
