Relationship Manager - MF

0 - 4 years

3 - 7 Lacs

Nagpur, Paraswada, Akola

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Finance Customer Service Mutual Funds BFSI business development corporate sales marketing sales management client relationship management Sales relationship management portfolio mf client relationship wealth management asset direct sales

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 client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication, interpersonal, and problem-solving skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets while maintaining high ethical standards. Proficiency in using technology-based tools and platforms to manage client portfolios and communicate effectively. Strong analytical and decision-making skills to provide sound investment advice to clients. Experience working in the BFSI industry, preferably with a background in Mutual Funds, is an asset. Location - Paraswada,Akola,Nagpur,Nashik

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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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