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Job Title


Relationship Manager - MF


Company : Equitas Small Finance Bank


Location : Kumbakonam, Tamil Nadu


Created : 2026-01-12


Job Type : Full Time


Job Description

Job Description We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in mutual funds. Roles and Responsibility: - Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. - Identify new business opportunities and expand existing client relationships through effective sales strategies. - Conduct market research and stay updated on industry trends to offer informed investment advice. - Collaborate with internal teams to ensure seamless delivery of products and services to clients. - Provide exceptional customer service by resolving queries and concerns promptly and professionally. - Analyze client feedback and suggest improvements to enhance overall satisfaction. Job Requirements: - Proven experience in relationship management within the BFSI industry, preferably in mutual funds. - Strong understanding of financial markets and investment products. - Excellent communication and interpersonal skills to build strong client relationships. - Ability to work in a fast-paced environment and meet sales targets. - Strong analytical and problem-solving skills to provide informed investment advice. - Experience working with small finance banks or similar institutions is an advantage.