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Equitas Small Finance Bank
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Relationship Manager - MF Sales

Relationship Manager - MF Sales

Equitas Small Finance Bank

1 - 2 years

1 - 4 Lacs

mehsana ahmedabad

Posted:None| Platform:

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Skills Required

finance application software customer service mutual funds bfsi risk management sales communication skills sales mutual funds sales relationship management financial planning mf sales performance mutual funds

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. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in mutual fund sales.

Roles and Responsibility:

Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.

Identify new business opportunities and expand existing client relationships through effective communication and negotiation skills.

Provide expert advice on mutual fund products, including investment strategies and risk management.

Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service.

Stay updated with market trends and competitor activity to stay ahead in the competition.

Achieve sales targets and contribute to the growth of the organization.

Job Requirements:

Proven experience in mutual fund sales or a related field, with a strong track record of success.

Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively in a team environment.

Strong knowledge of the BFSI industry, including mutual funds, investments, and financial planning.

Ability to work in a fast-paced environment, meet deadlines, and adapt to changing circumstances.

Proficiency in using technology and software applications to manage client relationships and sales performance.

Strong analytical and organizational skills, with attention to detail and accuracy.

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