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 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds.

• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
• Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
• Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
• Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
• Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
• Identify new business opportunities through networking, referrals, and other channels.

• Strong knowledge of mutual funds products, including their features, benefits, and risks.
• Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
• Ability to analyze complex financial data and provide insightful recommendations.
• Strong problem-solving skills to resolve client queries and issues effectively.
• Experience working in a fast-paced environment with multiple priorities and deadlines.
• Proficiency in using technology-based tools and platforms to manage client portfolios.