Relationship Manager - MF

Job description

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.