Equitas Small Finance Bank
Relationship Manager - MF
- Location Inclusive Banking - MF, West, Maharashtra, Pune, Kolhapur, Rajarampuri (Area Office), 9102, Vita
- Experience 1-3 yrs
- Job type Full-time
- Posted 9 Oct 2026
You will be taken to Equitas Small Finance Bank’s own careers page to apply. Job ID EQU/RM-M/1888889.
Job description
- Acquire new clients for mutual fund investment products.
- Develop and maintain strong relationships with existing customers.
- Understand clients' financial goals, risk appetite, and investment requirements.
- Recommend suitable mutual fund schemes based on customer profiles.
- Conduct portfolio reviews and suggest investment strategies.
- Cross-sell and up-sell investment products such as SIPs, ELSS, Hybrid Funds, Debt Funds, and Equity Funds.
- Generate leads through referrals, networking, and branch/channel partnerships.
- Achieve monthly, quarterly, and annual business targets.
- Ensure compliance with SEBI, AMFI, and organizational guidelines.
- Maintain accurate customer records and sales reports in CRM systems.
- Provide regular market updates and investment insights to clients.
Required skills
Team Working, Customer Focus