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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

1 - 6 years

2 - 4 Lacs

Madurai

Posted:23 hours ago| Platform:

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Skills Required

Customer Service Mutual Funds Networking BFSI Finance business development sales marketing sales management Execution financial products relationship management mf direct sales

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 1-6 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 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 and referrals to expand the existing client base.

Stay current with industry developments and competitor activity to maintain a competitive edge.

Job Requirements

Proven experience in relationship management within the BFSI industry, preferably in 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 analyze complex data and provide insightful recommendations.

Strong problem-solving skills to resolve client queries and concerns efficiently.

Experience working in a fast-paced environment with multiple priorities and deadlines.

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Equitas Small Finance Bank

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Chennai Tamilnadu

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Relationship Manager - MF