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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

5 - 10 years

3 - 7 Lacs

Chidambaram, Panruti

Posted:2 weeks ago| Platform:

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Skills Required

Finance Customer Service Mutual Funds Compliance BFSI business development cross selling corporate sales branch management marketing client relationship management Sales Relationship Management mf wealth management Investment Products 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. 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 investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay up-to-date with market trends and regulatory changes to remain competitive and innovative. Identify new business opportunities and grow existing relationships through effective sales strategies. Provide exceptional customer service by responding promptly to queries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of investment products, including mutual funds, and their benefits and risks. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze client needs and provide effective solutions. Experience working with internal teams, such as operations and compliance, is desirable.

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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

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Relationship Manager - MF

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Skills Required

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