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Equitas Small Finance Bank
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Relationship Manager - MF

Relationship Manager - MF

Equitas Small Finance Bank

0 - 3 years

2 - 4 Lacs

Kumbakonam Nagapattinam

Posted:1 month ago| Platform:

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Skills Required

Finance Customer Service Mutual Funds BFSImutual funds business development corporate sales marketing sales management client relationship management Sales bfsi mutual funds sales relationship management mf client relationship wealth management direct sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Looking for a motivated Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-3 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, referrals, and other channels to expand the 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 are required to build rapport with clients from diverse backgrounds. Ability to work in a fast-paced environment and meet sales targets while maintaining high ethical standards. Proficiency in using technology-based tools and platforms to manage client relationships and transactions. Strong analytical and problem-solving skills are necessary to analyze complex financial data and provide insightful recommendations. Experience working in the BFSI industry, particularly in mutual funds sales or related fields, is preferred.

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Equitas Small Finance Bank

Banking

Chennai Tamilnadu

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Relationship Manager - MF