Relationship Manager - MF Equitas Small Finance Bank

1.0 - 6.0 years

2 - 4 Lacs

pollachi, coimbatore, erode

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 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 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. Stay updated on industry developments and regulatory changes to ensure compliance and best practices. 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 analyze market trends and provide innovative solutions. Experience working with small finance banks or similar institutions is an advantage.

Posted Date not available

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Relationship Manager - MF Equitas Small Finance Bank

3.0 - 8.0 years

2 - 4 Lacs

mandya, pandavapura, mysuru

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 to 8 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, referrals, and other channels to expand the 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 transactions. Strong analytical and decision-making skills to provide sound investment advice.

Posted Date not available

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