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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

Kolhapur, Nagar, Pune

Posted:1 week ago| Platform:

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Skills Required

Finance Customer Service Mutual Funds Networking BFSI crm software client servicing business development investment products marketing Accuracy Sales Relationship Management mf client relationship client interaction business growth financial markets crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Looking to onboard a skilled Relationship Manager with 1-5 years of experience in the BFSI industry, specifically in Mutual Funds. The ideal candidate will have a strong background in managing client relationships and driving business growth. 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 new business opportunities and expand existing relationships. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay up-to-date with market trends and competitor activity to stay ahead in the industry. Identify cross-selling opportunities across various product lines to maximize revenue growth. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and investment products. 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 provide expert advice to clients. Proficiency in using CRM software and other tools to manage client interactions.

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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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Relationship Manager - MF

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Relationship Manager - MF

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Skills Required

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