Relationship Manager - MF

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have a strong background in the BFSI industry, with expertise in Mutual Funds and excellent relationship management skills.

• 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 thorough needs analysis to provide comprehensive financial planning and investment advice.
• Collaborate with internal teams to ensure seamless delivery of products and services to clients.
• Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
• Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently.

• Proven experience in relationship management within the BFSI industry, preferably in mutual funds.
• Strong knowledge of financial markets, products, and regulations.
• Excellent communication, interpersonal, and problem-solving skills.
• Ability to work in a fast-paced environment and meet sales targets.
• Strong analytical and organizational skills with attention to detail.
• Experience working with diverse client groups and providing tailored financial solutions.