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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

1 - 5 years

2 - 4 Lacs

Bengaluru, Yelahanka

Posted:2 weeks ago| Platform:

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Skills Required

Finance Negotiation Customer Service Sales Portfolio Management Mutual Funds BFSI Relationship Management crm software Market Research financial markets CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 a strong background in the BFSI industry, with expertise in Mutual Funds and excellent relationship management skills. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct market research and stay updated on industry trends and competitor activity. Collaborate with internal teams to deliver exceptional customer service and support. Meet or exceed monthly and quarterly sales targets by selling Mutual Funds products. Provide expert advice and guidance to clients on investment options and portfolio management. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds sales. Strong knowledge of financial markets, products, and regulations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Proficiency in using CRM software and other sales tools.

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Equitas Small Finance Bank

www.equitasbank.com

Banking

Chennai Tamilnadu

10001 Employees

3025 Jobs

Key People

Parthasarathi Mukherjee

Managing Director & CEO
Rajesh Kumar Chaturvedi

Executive Director
K Bharath Kumar

Chief Financial Officer
Pooja Nair

Chief Marketing Officer

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Relationship Manager - MF

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Skills Required

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Relationship Manager - MF

Experience & Salary

Skills Required

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