1 - 5 years
2 - 4 Lacs
Tiruvannamalai, Chennai, Arani
Posted:1 week ago|
Platform:
Work from Office
Full Time
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
Equitas Small Finance Bank
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