Equitas Small Finance Bank
Verified Enterprise
Kumbakonam, Nagapattinam
Not disclosed
Exp: 0-3 Yrs
Full Time
0-Ghosting Guarantee
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Job Description & Scope
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. Role: Relationship Manager Industry Type: Banking Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Banking Operations Education UG: Any Graduate PG: Any Postgraduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Finance Customer ServiceMutual FundsBFSImutual fundsbusiness developmentcorporate salesmarketingsales managementclient relationship managementSalesbfsimutual funds salesrelationship managementmfclient relationshipwealth managementdirect sales
Job Summary
Company
Equitas Small Finance Bank
Location
Kumbakonam, Nagapattinam
Salary Range
Not disclosed
Experience
0-3 Yrs
Verification
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