Relationship Manager - MF Customer Acquisition: Find and onboard new retail clients via local leads, direct outreach, and networking. Portfolio Management: Maintain and deepen long-term ties with an assigned group of retail customers. Cross-Selling: Suggest useful bank products like credit cards, personal loans, home loans, savings accounts, and insurance. Issue Resolution: Answer customer questions and solve daily account or service complaints quickly and professionally. Tracking & Reporting: Use CRM (Customer Relationship Management) software to log client meetings, calls, and sales progress
Other Details
It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.
More about this Mutual Funds Relationship Manager job
Who is eligible to apply for this Mutual Funds Relationship Manager job at Equitas Small Finance Bank?
Ans : Candidates should have All Education levels for this Mutual Funds Relationship Manager job offered by Equitas Small Finance Bank.
How much can you earn in this position?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Mutual Funds Relationship Manager job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Bhugaon, Wardha.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Mutual Funds Relationship Manager job is open for both male and female candidates.
Where is this job located?
Ans : This Mutual Funds Relationship Manager job is located in Bhugaon, Wardha.
Why should you apply for this Mutual Funds Relationship Manager job?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.
A Naukri Group company
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Equitas Small Finance Bank
Bhugaon, Wardha
2 - 6+ years Experience in Sales / Business Development
Full Time
