Relationship Manager

Job description

Job Purpose Statement To drive sales of Fixed Deposits and Mutual Funds through direct customer engagement and branch referrals. The role focuses on cross-selling to existing NBFC customers, acquiring new clients, and ensuring superior customer experience while meeting business targets. Duties & Responsibilities • Cross-sell Fixed Deposits and Mutual Funds to existing NBFC customers and new prospects. • Generate business through branch referrals and direct sourcing. • Conduct periodic portfolio reviews and investment counselling for clients. • Maintain and grow Mutual Fund AUM and SIP book. • Ensure timely documentation, compliance, and onboarding for investment products. • Participate in branch engagement activities and product training sessions. • Provide market insights and feedback to improve product positioning and customer targeting. • Support digital initiatives to increase business via online platforms.