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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

2 - 5 years

2 - 4 Lacs

Pune

Posted:2 days ago| Platform:

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Skills Required

Sales Loans application software Customer Service BFSI Finance Savings Accounts Credit Cards Relationship Management mf client relationship Business Development mutual funds financial markets

Work Mode

Work from Office

Job Type

Full Time

Job Description

Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 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

Proven experience in relationship management within the BFSI industry, preferably in 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.

Proficiency in using technology and software applications to manage client relationships and track market trends.

Strong analytical and decision-making skills to provide informed investment advice.

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Equitas Small Finance Bank

Banking

Chennai Tamilnadu

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Relationship Manager - MF