Relationship Manager - MF

1 - 4 years

3 - 6 Lacs

Posted:1 month ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • 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 competitor activity to stay ahead in the market.
  • Collaborate with internal teams to ensure seamless delivery of products and services to clients.
  • Provide exceptional customer service and resolve client queries promptly.
  • Meet or exceed monthly and quarterly sales targets by selling mutual fund products.
Job Requirements
  • Proven experience as a Relationship Manager in microfinance or 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 work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills to identify new business opportunities.
  • Experience working with cross-functional teams to achieve business objectives.

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Equitas Small Finance Bank logo
Equitas Small Finance Bank

Banking

Chennai Tamilnadu

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