Relationship Manager - MF

2 - 7 years

2 - 4 Lacs

Madurai, Kambam, Theni

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Finance Customer Service Sales BFSI relationship management Banking Planning mutual funds Banking Products

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 opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Strong knowledge of Mutual Funds products and services. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving and analytical skills to address client concerns. Experience working in a fast-paced environment with multiple priorities and deadlines. Strong understanding of the BFSI industry and its regulations.

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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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