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Relationship Manager - MF

ConfidentialTirunelveli, Madurai

8 days ago

Job description

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in mutual funds.

Roles and Responsibility :

Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.
Identify new business opportunities and expand existing client relationships through effective sales strategies.
Conduct market research and stay updated on industry trends to offer informed investment advice.
Collaborate with internal teams to ensure seamless delivery of products and services to clients.
Provide exceptional customer service by resolving queries and concerns promptly and professionally.
Analyze client feedback and suggest improvements to enhance overall satisfaction.

Job Requirements :

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

Strong understanding of financial markets and investment products.

Excellent communication and interpersonal skills to build strong client relationships.

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

Strong analytical and problem-solving skills to provide informed investment advice.

Experience working with small finance banks or similar institutions is an advantage.

Skills Required

Relationship Management

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Relationship Manager • Tirunelveli, Madurai