We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 4 years of experience in the BFSI industry, preferably with a background in Mutual Funds.

Roles and Responsibility:

- 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 and referrals to expand the client base.

Job Requirements:

- Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales.

- Strong knowledge of financial products, including mutual funds, and their applications.

- Excellent communication and interpersonal skills to build solid client relationships.

- Ability to work in a fast-paced environment and meet sales targets consistently.

- Strong analytical and problem-solving skills to analyze market trends and provide informed advice.

- Proficiency in using technology-based tools and platforms to manage client portfolios effectively.

📌 Relationship Manager - MF (Kumbakonam)
🏢 equitas small finance bank
📍 Kumbakonam