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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

0 - 3 years

2 - 4 Lacs

Kumbakonam, Thiruvarur

Posted:1 week ago| Platform:

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Skills Required

Finance Customer Service Compliance Accounting BFSI Banking business development sales marketing Accuracy mutual funds sales relationship management portfolio mf mutual funds Integrity

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 0-3 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 and referrals to expand the existing 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 and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets while maintaining high ethical standards. Proficiency in using technology-based tools to manage client portfolios and track market trends. Strong analytical and problem-solving skills to analyze complex data sets and make informed decisions. Experience working in the BFSI industry, preferably with a background in mutual funds sales or related fields.

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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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Skills Required

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