Mutual Funds Relationship Manager

Equitas Small Finance Bank; Coimbatore District; On-site; INR 450,000 - 750,000; Full time

Job summary

Equitas Small Finance Bank is seeking a Relationship Manager - Mutual Funds to build and grow client relationships in the mutual funds segment across Coimbatore region, including Erode and Ondipudur. This client-facing role focuses on understanding customer needs and delivering suitable financial solutions.

The ideal candidate will excel in advisory conversations, cross-selling mutual fund products, and delivering excellent service through proactive engagement with customers in a banking

Qualifications

• Strong client interpersonal skills and relationship-management aptitude.
• Experience in financial products sales or advisory is beneficial.
• Exposure to mutual funds and banking/financial services environment is advantageous.

Responsibilities

• Manage and grow client relationships in the Mutual Funds segment.
• Provide client servicing, understand customer needs, and promote mutual fund products.
• Engage with customers in a banking/financial services setting with a focus on inclusive banking.

Job description

• Relationship Manager - MF - Responsible for managing and growing client relationships specifically in the Mutual Funds segment.
• Role involves client servicing, understanding customer needs, and promoting mutual fund products.
• Requires interaction with customers in the banking and financial services sector, focusing on inclusive banking.
• The position is based in multiple cities including Erode, Coimbatore, and Ondipudur.
• Suitable for candidates with experience in financial product sales or relationship management.
• Emphasis on customer engagement and financial advisory skills.
• No explicit mention of required skills, education, or experience range.
• The role is client-facing and requires good interpersonal abilities.
• Likely involves working in a banking or financial institution environment.
• No details on salary, incentives, or shift timings provided.