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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

1 - 2 years

3 - 7 Lacs

Ahmedabad Rajkot Morbi

Posted:1 month ago| Platform:

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Skills Required

Finance application software Customer Service Mutual Funds BFSI client servicing business development marketing sales management Sales Relationship Management Financial Planning mf client relationship financial markets direct sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 1-2 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 solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Proficiency in using technology and software applications to manage client relationships and transactions.

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Equitas Small Finance Bank

Banking

Chennai Tamilnadu

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Relationship Manager - MF