Relationship Manager - MF

Equitas Small Finance Bank

2 - 6 years

2 - 6 Lacs

kolhapur maharashtra india

Posted:7 hours ago| Platform: Foundit logo

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Skills Required

relationship management mutual funds sales business development market knowledge interpersonal skills analytical abilities

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager

Roles and Responsibilities

Client Relationship Management:
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.
Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
Sales & Business Development:
Identify new business opportunities through networking, referrals, and other channels.
Meet and exceed sales targets consistently by selling mutual fund products.
Market Knowledge & Collaboration:
Stay up-to-date with
market trends
and regulatory changes to remain competitive and compliant.
Collaborate with internal teams to ensure the seamless execution of trades and settlement processes.

Job Requirements

Experience & Knowledge:
Proven experience in
relationship management
within the BFSI industry, preferably in mutual funds sales or wealth management.
Strong knowledge of financial products, including
mutual funds, equity, fixed income
, and
derivatives
.
Skills:
Excellent
communication, interpersonal, and problem-solving skills
.
Strong
analytical and decision-making skills
, with attention to detail and accuracy.
Proficiency in
MS Office applications
, particularly Excel, Word, and PowerPoint.
The ability to work effectively in a fast-paced environment and meet sales targets.

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