Mutual Funds Relationship Manager
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - MF
- Client Retention & Satisfaction: Serve as the main point of contact, addressing client inquiries, handling escalations, and conducting regular check-ins to ensure expectations are met. [1, 2]
- Business Growth: Identify opportunities to upsell or cross-sell products and services, and actively pursue new prospects within your portfolio. [1, 2]
- Needs Assessment: Analyze client requirements and goals to provide personalized recommendations and tailored solutions.
- Internal Collaboration: Work closely with cross-functional teams—such as sales, product development, and customer support—to deliver seamless service.
- Market Monitoring: Stay updated on industry trends, competitor activities, and market shifts to proactively advise clients.
- Data Management: Maintain accurate records of client interactions, transactions, and performance metrics using CRM platforms.
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The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Nashik to get hired quickly.
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