Mutual Funds Relationship Manager

Equitas Small Finance Ltd

Full-time Other-General
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Location
nashik, maharashtra, India
Posted
July 09, 2026

Job Description

Relationship Manager - MF Client Retention & Satisfaction: Serve as the main point of contact, addressing client inquiries, handling escalations, and conducting regular check-ins to ensure expectations are met. ( 1 , 2 ) Business Growth: Identify opportunities to upsell or cross-sell products and services, and actively pursue new prospects within your portfolio. ( 1 , 2 ) Needs Assessment: Analyze client requirements and goals to provide personalized recommendations and tailored solutions. Internal Collaboration: Work closely with cross-functional teams—such as sales, product development, and customer support—to deliver seamless service. Market Monitoring: Stay updated on industry trends, competitor activities, and market shifts to proactively advise clients. Data Management: Maintain accurate records of client interactions, transactions, and performance metrics using CRM platforms.