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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

2 - 6 years

2 - 4 Lacs

Kolhapur Pune

Posted:2 days ago| Platform:

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Skills Required

Sales Customer Service BFSI Finance crm software market research Relationship Management mf client relationship client interaction mutual funds 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 2-6 years of experience in the BFSI industry, preferably in mutual funds.
Roles and Responsibility

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 trends to stay ahead of competitors and offer innovative products.

Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service.

Provide exceptional customer service by resolving queries and concerns promptly and professionally.

Meet or exceed monthly and quarterly sales targets while maintaining compliance with regulatory requirements.

Job Requirements

Proven experience in relationship management within the BFSI industry, preferably in mutual funds.

Strong understanding of financial markets and products, including mutual funds.

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.

Proficiency in using CRM software and other sales tools to manage client interactions.

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Equitas Small Finance Bank

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Chennai Tamilnadu

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Relationship Manager - MF