Relationship Manager - MF Maintain and deepen relationships with an assigned base of retail, affluent, or High Net Worth (HNI) customers. Sales & Growth: Achieve targets for Current Account Savings Account (CASA) growth, deposits, retail loans, and investment products. Cross-Selling: Identify client needs to cross-sell mutual funds, insurance, credit cards, and forex products. Client Acquisition: Source new-to-bank retail customers through open market referrals, local networking, and branch channels. Customer Service: Serve as the primary point of contact for resolving queries and service requests within defined turnaround times (TAT). Compliance & Risk: Ensure adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and internal bank operational policies.
Other Details
It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.
More about this Relationship Manager - Mutual Funds job
What qualifications and experience are required for this Relationship Manager - Mutual Funds position?
Ans : Candidates should have All Education levels with 2-7 years of experience.
What is the salary and job type for this role?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Relationship Manager - Mutual Funds 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 MIDC Akola, Akola.
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 Relationship Manager - Mutual Funds job is open for both male and female candidates.
Where is this job located?
Ans : This Relationship Manager - Mutual Funds job is located in MIDC Akola, Akola.
Why should you apply for this Relationship Manager - Mutual Funds 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
MIDC Akola, Akola
2 - 6+ years Experience in Sales / Business Development
Full Time
