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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

2 - 7 years

2 - 4 Lacs

Perambalur Kumbakonam

Posted:2 days ago| Platform:

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Skills Required

Financial Modeling BFSI Finance customer service business development corporate sales sales marketing sales management trade relationship management Data Analysis mf mutual funds 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 2-7 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 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

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.

Proficiency in using technology-based tools and platforms for managing client portfolios.

Strong problem-solving skills to handle challenging situations and resolve conflicts.

Commitment to delivering high-quality services and exceeding client expectations.

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Equitas Small Finance Bank

Banking

Chennai Tamilnadu

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Relationship Manager - MF