Mutual Funds Relationship Manager

Equitas Small Finance Ltd

Edappady

Not disclosed

Work from Office

Full Time

Min. 1 year

Job Details

Job Description

Relationship Manager - MF

- Responsible for managing and growing client relationships specifically in the Mutual Funds segment. - Focus on inclusive banking initiatives within Tamil Nadu, covering multiple cities including Erode, Salem, Attyampatty, and Edappady. - Engage with clients to understand their financial needs and provide suitable mutual fund investment solutions. - Work closely with banking teams to ensure seamless service delivery and customer satisfaction. - Requires strong interpersonal and communication skills to build trust and long-term client partnerships. - The role demands knowledge of mutual funds and financial products relevant to inclusive banking. - Candidate should be adaptable to work across multiple locations within the specified region. - Emphasis on client acquisition, retention, and portfolio management in the mutual funds domain. - Likely involves coordination with various stakeholders to meet business targets and compliance requirements. - The position is suited for candidates with experience in financial services and client relationship management.

Job role

Work location

Inclusive Banking - MF>South>Tamil Nadu>Erode>Salem>Attyampatty>EDAPPADY>1268>Edapady

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 1 year

About company

Name

Equitas Small Finance Ltd

Job posted by Equitas Small Finance Ltd

Apply on company website