Relationship Manager - MF

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 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 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 and referrals to expand the client base.

Job Requirements:

• Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales.

• Strong knowledge of financial products, including mutual funds, and their applications.

• Excellent communication and interpersonal skills to build strong client relationships.

• Ability to work in a fast-paced environment and meet sales targets consistently.

• Strong analytical and problem-solving skills to analyze market trends and provide informed advice.

• Proficiency in using technology-based tools and platforms to manage client portfolios effectively.