Relationship Manager - MF Equitas Small Finance Bank

2.0 - 7.0 years

2 - 4 Lacs

Mandya, Pandavapura, Mysuru

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 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 Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

Posted 1 week ago

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Zonal Agency Manager Digit Insurance

3.0 - 6.0 years

4 - 8 Lacs

Lucknow, Ranchi

Work from Office

Roles and responsibilities 1. Build and maintain relationships with agency partners in the scope 2. Drive top-line with healthy business mix and strong bottom line across LOBs and Products 3. Coordinate and Manage cross functional projects including stakeholders from Actuarial, UW, Marketing, Ops etc to drive channels and support locations in growing 4. Drive agency business for motor. Key Skills: 1. Communication and Collaboration: You should demonstrate good interpersonal, and collaboration skills. 2. Initiative: You should be able to work independently, take initiative and manage a variety of activities concurrently. 3. Networking Skills and Channel Management 4. Experience in handling agency business and strong hold on relationship building 5. Negotiation Skills

Posted 2 months ago

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