Mutual Funds Relationship Manager

Equitas Small Finance Ltd

Omalur

Not disclosed

Work from Office

Full Time

Min. 1 year

Job Details

Job Description

Relationship Manager - MF

- Responsible for managing and growing relationships with clients focused on mutual funds. - Engage with customers to understand their financial needs and provide suitable mutual fund investment solutions. - Work within the inclusive banking segment targeting clients in Tamil Nadu, specifically in Erode, Salem, and Omalur. - Requires strong interpersonal and client management skills to build trust and long-term relationships. - Likely involves understanding financial products and market trends related to mutual funds. - The role demands experience in financial services, particularly in mutual fund sales or relationship management. - Candidate should be adaptable to work in multiple locations within Tamil Nadu. - Emphasis on client servicing and achieving business targets in the mutual fund domain. - Coordination with internal teams to ensure smooth onboarding and servicing of mutual fund clients. - Requires a professional approach to handle diverse client profiles and financial portfolios.

Job role

Work location

Inclusive Banking - MF>South>Tamil Nadu>Erode>Salem>Salem 5 Roads>Salem>1270>Omalur

Department

Banking / Insurance / Financial Services

Role / Category

Banking/Loan Sales

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