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2.0 - 7.0 years

2 - 4 Lacs

Chidambaram

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools to enhance productivity and efficiency.

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2.0 - 7.0 years

2 - 4 Lacs

Anupshahr, Namakkal, Erode

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to handle challenging situations and resolve conflicts. Commitment to delivering high-quality service standards and exceeding client expectations. Locaiton : - Anupshahr,Erode,Namakkal,Salem,Paramathi

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3.0 - 6.0 years

2 - 4 Lacs

Tiruchirapalli

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We are looking for a skilled Relationship Manager with 3 to 6 years of experience to join our team at Equitas Small Finance Bank Ltd in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide expert advice on mutual fund investments. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay updated with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Proven experience in relationship management, preferably in the BFSI industry, with a focus on mutual funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships. Strong analytical and decision-making skills with attention to detail.

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2.0 - 7.0 years

2 - 4 Lacs

Kattumannarkoil

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Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Strong knowledge of Mutual Funds products and services. Excellent communication and interpersonal skills are required for building strong client relationships. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving and analytical skills to address client concerns. Experience working in a fast-paced environment and meeting sales targets. Strong understanding of the BFSI industry and its regulations.

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2.0 - 7.0 years

2 - 4 Lacs

Kheda, Ahmedabad

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to address client concerns and resolve issues effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

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2.0 - 7.0 years

2 - 4 Lacs

Kumbakonam, Nagapattinam, Thiruthuraipoondi

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Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and innovative. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues effectively. Experience working in a fast-paced environment with multiple priorities and deadlines. Familiarity with industry regulations and compliance requirements is essential. Location : - Kumbakonam,Nagapattinam,Thiruthuraipoondi,Thiruvarur

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0.0 - 4.0 years

2 - 4 Lacs

Madurai, Dindigul, Natham

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We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and innovative. Identify new business opportunities through networking, referrals, and other channels. Job Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to work in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong analytical and problem-solving skills to analyze market data and make informed decisions. Experience working in the BFSI industry, preferably with a focus on mutual funds sales or related fields.

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2.0 - 7.0 years

2 - 4 Lacs

Bengaluru

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

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2.0 - 7.0 years

2 - 4 Lacs

Madurai, Dindigul, Palani

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

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2.0 - 5.0 years

2 - 4 Lacs

Pune

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We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in mutual funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and analyze trends to stay updated on competitor activity and market conditions. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Meet or exceed monthly and quarterly sales targets set by the organization. Job Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and identify new business opportunities. Experience working with cross-functional teams to achieve business objectives.

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2.0 - 4.0 years

2 - 4 Lacs

Sirsa, Sonipat, Karnal

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Familiarity with industry regulations and compliance requirements is an advantage.

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0.0 - 4.0 years

2 - 4 Lacs

Madurai, Nagar, Thirumangalam

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Looking for a motivated Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and stay updated on industry trends to offer informed investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to build long-term relationships with clients. Analyze client feedback and suggest improvements to enhance overall customer satisfaction. Job Strong knowledge of Mutual Funds and the BFSI industry is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze market trends and provide informed advice. Experience working with cross-functional teams to achieve business objectives. Strong attention to detail and organizational skills to manage multiple tasks simultaneously.

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0.0 - 5.0 years

3 - 6 Lacs

Madurai

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We are looking for a highly motivated and experienced professional to join our team as a Regional Asset Disposal - MF specialist in Equitas Small Finance Bank Ltd. The ideal candidate will have 0-13 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee asset disposal processes across multiple locations. Develop and implement strategies to enhance asset disposal efficiency and effectiveness. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities for growth. Build and maintain relationships with key stakeholders, including customers and partners. Monitor and report on asset disposal performance metrics to senior management. Job Strong understanding of asset disposal principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in financial analysis and problem-solving. Strong leadership and team management skills. Experience working in the BFSI industry is preferred.

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1.0 - 6.0 years

2 - 4 Lacs

Salem, Erode

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Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably in mutual fund collections. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to identify opportunities for growth. Provide excellent customer service to maintain a positive brand reputation. Identify and mitigate risks associated with loan portfolios. Job Strong knowledge of mutual fund products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in managing client relationships and resolving disputes. Familiarity with financial regulations and compliance requirements.

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2.0 - 7.0 years

2 - 4 Lacs

Nagapattinam

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and track market trends. Strong analytical and decision-making skills to provide sound investment advice.

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1.0 - 6.0 years

2 - 4 Lacs

Kolhapur, Nagar, Pandharpur

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and track performance. Strong analytical and decision-making skills with attention to detail and accuracy. Location - Kolhapur,Nagar,Pandharpur,Pune

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2.0 - 6.0 years

2 - 4 Lacs

Kolhapur, Pune, Vita

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-6 years of experience in the BFSI industry, preferably in mutual funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and analyze trends to stay ahead of competitors and offer innovative products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Meet or exceed monthly and quarterly sales targets while maintaining compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Proficiency in using CRM software and other sales tools to manage client interactions.

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1.0 - 6.0 years

2 - 4 Lacs

Salem, Erode

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Looking to onboard a skilled Relationship Manager with 1 to 6 years of experience to join our team in the BFSI industry. The ideal candidate will have a strong background in managing mutual fund relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the client base through effective relationship management. Provide exceptional customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to develop and implement strategies for business growth. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong understanding of the company's products and services. Job Requirements Minimum 1 year of experience in relationship management, preferably in the BFSI industry. Strong knowledge of mutual funds and financial products. Excellent communication and interpersonal skills are required to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends. Any graduate degree from a recognized university.

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1.0 - 5.0 years

2 - 4 Lacs

Tiruvannamalai, Chennai, Arani

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology-based tools and platforms for managing client relationships. Strong analytical and decision-making skills, with attention to detail and accuracy. Location : - Arani,Chennai,Tiruvannamalai,Vellore

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4.0 - 9.0 years

2 - 4 Lacs

Tiruchirapalli, Krishnarayapuram

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in managing Mutual Funds relationships. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales of Mutual Funds products. Identify new business opportunities and expand the client base through networking and referrals. Provide excellent customer service and promptly resolve client queries and issues. Collaborate with internal teams to stay updated on market trends and product knowledge. Achieve sales targets and contribute to the growth of the organization. Build and maintain a strong understanding of client needs and preferences. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Mutual Funds sales or relationship management. Strong knowledge of Mutual Funds products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Any Graduate or Postgraduate degree from a recognized institution.

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2.0 - 7.0 years

2 - 4 Lacs

Perambalur, Kumbakonam

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to handle challenging situations and resolve conflicts. Commitment to delivering high-quality services and exceeding client expectations.

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1.0 - 6.0 years

2 - 4 Lacs

Madurai

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex data and provide insightful recommendations. Strong problem-solving skills to resolve client queries and concerns efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines.

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2.0 - 5.0 years

2 - 4 Lacs

Pune, Akurdi, Chowk

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Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and track market trends. Strong analytical and decision-making skills to provide informed investment advice.

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2.0 - 3.0 years

2 - 4 Lacs

Sonipat, Karnal

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably in mutual funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Familiarity with industry regulations and compliance requirements.

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2.0 - 4.0 years

2 - 4 Lacs

Sirsa, Sonipat, Karnal

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Familiarity with CRM software and technology platforms is an advantage.

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