Relationship Manager - MF

0 - 3 years

3 - 5 Lacs

Kumbakonam, Nagapattinam

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Finance Customer Service Mutual Funds Networking BFSI Relationship Management mutual funds products

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools for managing client portfolios and transactions. Strong problem-solving skills to handle challenging situations and resolve conflicts. Commitment to delivering high-quality service standards and exceeding client expectations.

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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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