We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-5 years of experience in the BFSI industry, preferably in mutual fund sales.
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 communication and negotiation skills.
- Provide expert advice on mutual fund products, including investment strategies and risk management techniques.
- Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service.
- Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
- Achieve sales targets and contribute to the growth of the organization.
Job Requirements :
Proven experience in mutual fund sales or a related field, with a strong track record of success.Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively in a team environment.Strong knowledge of financial markets, instruments, and regulations, with a focus on mutual funds.Ability to analyze complex data and provide insightful recommendations to clients.Experience working in the BFSI industry, preferably in a similar role.Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.Skills Required
Risk Management, Mutual Fund Knowledge, investment strategies, Financial Markets, Time Management Skills