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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

4 - 8 years

2 - 4 Lacs

Chitradurga, Bhadravati

Posted:2 weeks ago| Platform:

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Skills Required

Finance Customer Service Mutual Funds management skills BFSI Banking banking operations business development marketing sales management client relationship management Sales trade financial products Relationship Management regulations 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 a strong background in the BFSI industry, with expertise in Mutual Funds and excellent relationship management skills. 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 ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and innovative. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Proven experience in sales or relationship management within the BFSI industry, preferably in Mutual Funds. Strong knowledge of financial products, including Mutual Funds, and their applications. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail and accuracy. Familiarity with banking operations and regulations is an added advantage.

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Equitas Small Finance Bank

www.equitasbank.com

Banking

Chennai Tamilnadu

10001 Employees

3025 Jobs

Key People

Parthasarathi Mukherjee

Managing Director & CEO
Rajesh Kumar Chaturvedi

Executive Director
K Bharath Kumar

Chief Financial Officer
Pooja Nair

Chief Marketing Officer

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Relationship Manager - MF

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Relationship Manager - MF

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Relationship Manager - MF

Experience & Salary

Skills Required

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