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Relationship Manager - MF

Relationship Manager - MF

ConfidentialBengaluru / Bangalore
8 days ago
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 4 to 9 years of experience in the BFSI industry, with a strong background in managing mutual fund relationships.

Roles and Responsibility

  • Develop and maintain strong relationships with existing clients to increase sales of mutual funds products.
  • Identify new business opportunities and generate leads through networking and market research.
  • Conduct client meetings and presentations to promote mutual fund products and services.
  • Collaborate with internal teams to resolve customer queries and issues promptly.
  • Achieve sales targets and contribute to the growth of the bank's mutual fund portfolio.
  • Stay updated on market trends and competitor activity to provide informed advice to clients.

Job Requirements

  • Minimum 4 years of experience in relationship management within the BFSI industry.
  • Strong knowledge of mutual fund products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills.
  • Experience working with small finance banks or similar institutions is an advantage.
  • Skills Required

    Relationship Management

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