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Relationship Manager - MF

Relationship Manager - MF

ConfidentialCoimbatore, Erode, Pollachi
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 • Coimbatore, Erode, Pollachi

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