Mutual Funds Relationship Manager (Manmad)

Mutual Funds Relationship Manager (Manmad)

04 Aug
|
Equitas Small Finance
|
Manmad

04 Aug

Equitas Small Finance

Manmad

Relationship Manager - MF Client Retention & Acquisition: Cultivate long-term, trusting relationships with clients to foster loyalty and encourage contract renewals.

Problem Resolution: Act as the primary point of contact to quickly resolve client complaints and escalations. Sales & Growth: Identify cross-selling and upselling opportunities to meet revenue targets, and pitch tailored products/services.

Performance Tracking: Maintain accurate records of client interactions in CRM software and conduct regular business reviews to present performance metrics. Cross-Functional Collaboration: Partner closely with internal departments—like sales, marketing, and product development—to align services with client feedback and market trends.

📌 Mutual Funds Relationship Manager (Manmad)
🏢 Equitas Small Finance
📍 Manmad

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