Relationship Manager - MF Client Acquisition & Onboarding: Find and onboard new retail customers through local networking, referrals, and direct outreach. Portfolio Management: Maintain long-term relationships with retail clients and act as their main point of contact for daily banking and financial needs. Financial Advisory: Assess customer goals to recommend appropriate banking products, such as savings accounts, loans, investments, or insurance. Cross-Selling & Targets: Meet business growth and sales targets by promoting additional bank services to existing clients. Service Coordination: Work with internal credit, operations, and support teams to ensure smooth transaction processing and issue resolution. Compliance & Records: Keep accurate customer records in CRM tools and follow regulatory guidelines and bank 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 Area, Malegaon.
How many vacancies are there for this Relationship Manager - Mutual Funds job?
Ans : There is 1 vacancy for this Relationship Manager - Mutual Funds role.
Is this job open for all genders?
Ans : Yes, this Relationship Manager - Mutual Funds job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Relationship Manager - Mutual Funds position is MIDC Area, Malegaon.
What makes this Relationship Manager - Mutual Funds job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.
A Naukri Group company
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Not Disclosed
Equitas Small Finance Bank
MIDC Area, Malegaon
2 - 6+ years Experience in Sales / Business Development
Full Time
