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Relationship Manager - MF Sales

Relationship Manager - MF Sales

ConfidentialJaipur
21 days ago
Job description

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

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    Relationship Manager • Jaipur

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