Relationship Manager - Mutual Funds

Equitas Small Finance Bank Ltd.; Erode, Salem; On-site; INR 600,000 - 900,000; Full time

Job summary

Equitas Small Finance Bank Ltd. in India seeks a Relationship Manager - MF to manage and grow client relationships within the Mutual Funds domain.

The role involves servicing clients, understanding needs, and promoting mutual fund products across multiple cities, including Erode, Salem, Attyampatty, and Mettur. This client-facing position requires strong interpersonal skills, knowledge of mutual fund schemes, and ability to engage clients while promoting financial services.

Qualifications

• Experience in financial services or banking sector.
• Client-facing role with travel within the specified locations.
• Knowledge of mutual fund schemes.

Responsibilities

• Manage and grow client relationships specifically in the Mutual Funds domain.
• Provide client servicing, understand customer needs, and promote mutual fund products.

Skills

Relationship management

Mutual funds knowledge

Interpersonal skills

Job description

• Relationship Manager - MF - Responsible for managing and growing client relationships specifically in the Mutual Funds domain.
• Role involves client servicing, understanding customer needs, and promoting mutual fund products.
• Requires interaction with clients in multiple cities including Erode, Salem, Attyampatty, and Mettur.
• Focus on inclusive banking and financial services, emphasizing mutual fund investments.
• Candidate should be capable of handling financial products and maintaining strong client engagement.
• The position demands good interpersonal skills and knowledge of mutual fund schemes.
• Likely requires experience in financial services or banking sector.
• The role is client-facing and may involve travel within the specified locations.
• No explicit mention of educational qualifications or language requirements.
• No salary, incentives, or shift details provided.