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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

6 - 7 years

2 - 4 Lacs

Kumbakonam, Nagapattinam

Posted:1 week ago| Platform:

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Skills Required

Finance BFSI customer service business development banking products Credit Cards marketing sales management Sales instruments relationship management portfolio mf mutual funds financial markets

Work Mode

Work from Office

Job Type

Full Time

Job Description

Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 6-7 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 in existing portfolios. Collaborate with internal teams to develop and implement effective investment strategies that meet client objectives. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal portfolio performance. Identify cross-selling opportunities across various banking products to increase revenue growth. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets, instruments, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and prioritize tasks to meet deadlines. Strong analytical and decision-making skills with attention to detail and accuracy. Experience working with diverse client groups, including high net worth individuals and businesses.

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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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