Mutual Funds Relationship Manager
Equitas Small Finance LtdSalem
Not disclosed
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 framework targeting customers in Tamil Nadu, specifically in Erode and Salem regions. - Facilitate customer onboarding, portfolio management, and ensure compliance with financial regulations. - Collaborate with internal teams to achieve sales targets and enhance customer satisfaction. - Requires good interpersonal and communication skills to build trust and long-term client relationships. - The role demands understanding of mutual fund products and financial services. - Candidates should be adaptable to work in a dynamic banking environment.Job role
Work locationInclusive Banking - MF>South>Tamil Nadu>Erode>Salem>Salem 5 Roads>Salem>1177>Salem 5 Roads
DepartmentBanking / Insurance / Financial Services
Role / CategoryBanking/Loan Sales
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 1 year
About company
NameEquitas Small Finance Ltd
Job posted by Equitas Small Finance Ltd
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