Relationship Manager - MF Equitas Small Finance Bank

1.0 - 5.0 years

3 - 7 Lacs

Erode

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have a strong background in the BFSI industry, with expertise in Mutual Funds and excellent relationship management skills. 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 Proven experience in sales or relationship management within the BFSI industry, preferably in Mutual Funds. Strong knowledge of financial products, including Mutual Funds, and their applications. Excellent communication, interpersonal, and negotiation skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Proficiency in Microsoft Office and other software applications.

Posted 1 month ago

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