Relationship Manager - MF

2 - 7 years

2 - 4 Lacs

Chidambaram

Posted:6 days ago| Platform: Naukri logo

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Skills Required

Finance Negotiation Networking BFSI Negotiation Skills customer service business development corporate sales marketing sales management Sales relationship management mf mutual funds Market Research 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 2 to 7 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 Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools to enhance productivity and efficiency.

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Equitas Small Finance Bank
Equitas Small Finance Bank

Banking

Chennai Tamilnadu

10001 Employees

3025 Jobs

    Key People

  • Parthasarathi Mukherjee

    Managing Director & CEO
  • Rajesh Kumar Chaturvedi

    Executive Director

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