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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

1 - 4 years

2 - 4 Lacs

Pudukkottai Aranthangi Tiruchirapalli

Posted:1 month ago| Platform:

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Skills Required

Finance Customer Service Mutual Funds client engagement BFSImutual funds channel sales business development corporate sales sales marketing sales management client relationship management bfsi Relationship Management mf wealth management 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 1-4 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 and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. 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. Strong problem-solving skills to address client concerns and resolve issues efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools to enhance client engagement and relationship management.

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Equitas Small Finance Bank

Banking

Chennai Tamilnadu

10001 Employees

3097 Jobs

Key People

Parthasarathi Mukherjee

Managing Director & CEO
Rajesh Kumar Chaturvedi

Executive Director
K Bharath Kumar

Chief Financial Officer
Pooja Nair

Chief Marketing Officer

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Relationship Manager - MF