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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

0 - 4 years

3 - 7 Lacs

Nagpur, Wardha, Yavatmal

Posted:2 weeks ago| Platform:

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Skills Required

Finance Customer Service Mutual Funds Compliance BFSI investment banking Cross-selling capital market derivatives Sales relationship management investment portfolio portfolio mf client interaction wealth management equity trading

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-4 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 products and services to maximize revenue growth. Job Requirements Strong understanding of Mutual Funds and their role in a diversified investment portfolio. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex data sets and make informed decisions based on market trends and client needs. Proficiency in using technology-based tools and platforms to manage client interactions and transactions. Strong problem-solving skills to resolve client complaints and concerns efficiently. Ability to work effectively in a fast-paced environment while meeting sales targets and deadlines. Location - Wardha,Yavatmal,Nagpur,Nashik

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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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Relationship Manager - MF

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Skills Required

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