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1,580 Equitas Small Finance Bank Jobs
Relationship Manager - MF
2-7 years
₹ 1.5L/yr - 7.3L/yr (AmbitionBox estimate)
Madurai, Karaikudi
Relationship Manager - MF
Equitas Small Finance Bank
posted 1 week ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- 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 address client concerns and resolve issues effectively.
- Proficiency in using technology-based tools and platforms for managing client portfolios.
- Experience working in a fast-paced environment with multiple priorities and deadlines.
Employment Type: Full Time, Permanent
Read full job description What people at Equitas Small Finance Bank are saying
Rating based on 237 Relationship Manager
reviews
Anonymous · Customer Success, Service & Operations
in Kakinada
My finance Bank of very potential genueen Bank
No more dislike
Relationship Manager salary at Equitas Small Finance Bank
What Equitas Small Finance Bank employees are saying about work life
Equitas Small Finance Bank Benefits
Health Insurance 
Job Training 
Soft Skill Training 
Education Assistance 
Team Outings 
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