216 Financial Data Jobs - Page 2

We are looking for a highly skilled and experienced Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-9 years of experience in the BFSI industry. Roles and Responsibility Manage and maintain accurate records of receivables, including accounts receivable and cash flow statements. Develop and implement effective strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve issues related to receivables and payments. Analyze financial data to identify trends and areas for improvement in receivable operations. Ensure compliance with regulatory requirements and internal policies related to receivables. Provide excellent customer service to clients and stakeholders regarding receivable-related queries. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent analytical, problem-solving, and communication skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong attention to detail and organizational skills. Experience working in a similar role within the BFSI industry is preferred.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the collections team to identify and resolve issues related to outstanding accounts. Analyze financial data to provide insights on customer behavior and trends, informing business decisions. Maintain accurate records and reports, ensuring compliance with regulatory requirements. Build strong relationships with internal stakeholders, including sales teams and customer service representatives. Job Requirements Strong knowledge of accounting principles and practices, with experience in managing receivables and collections. Excellent communication and interpersonal skills, enabling strong relationship building with customers and internal stakeholders. Ability to analyze financial data and provide actionable insights to inform business decisions. Strong problem-solving skills, with the ability to think critically and creatively. Experience working in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Familiarity with banking regulations and compliance requirements, with a commitment to upholding ethical standards.

We are looking for a highly skilled and experienced Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-8 years of experience in the BFSI industry, preferably with a background in receivables management. Roles and Responsibility Manage and oversee the collection process to ensure timely recovery of outstanding amounts. Develop and implement effective strategies to minimize non-performing assets (NPA) and improve cash flow. Collaborate with internal teams to resolve customer complaints and disputes related to loan recoveries. Analyze financial data to identify trends and areas for improvement in the receivables process. Ensure compliance with regulatory requirements and company policies regarding debt collection practices. Maintain accurate records and reports on receivables performance metrics. Job Requirements Strong knowledge of accounting principles and practices relevant to receivables management. Excellent communication and interpersonal skills for interacting with customers and internal stakeholders. Ability to work in a fast-paced environment and meet deadlines while maintaining attention to detail. Proficiency in MS Office applications, particularly Excel, for data analysis and reporting. Experience with collections software or similar tools is an asset. Strong analytical and problem-solving skills to resolve complex issues related to loan recoveries.

We are looking for a highly motivated and detail-oriented Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate should have 0-2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce outstanding amounts. Collaborate with the collections team to identify and address potential issues before they become major problems. Analyze financial data to provide insights on customer behavior and preferences, informing business decisions. Maintain accurate records and reports, ensuring compliance with regulatory requirements. Build strong relationships with customers, providing excellent service and resolving their queries promptly. Job Requirements Strong understanding of financial concepts, including accounting principles and credit management practices. Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders. Proficiency in MS Office applications, particularly Excel, and familiarity with banking software systems. Ability to analyze complex data sets and provide actionable recommendations. Strong problem-solving skills, with the capacity to think critically and creatively. Commitment to delivering high-quality results, with a focus on customer satisfaction and service excellence.

We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes related to loan recoveries. Analyze financial data to identify trends and areas for improvement in the bank's receivables portfolio. Ensure compliance with regulatory requirements and internal policies regarding loan recovery practices. Maintain accurate records and reports on receivables management, including aging analysis and credit risk assessments. Job Requirements Strong knowledge of banking regulations and laws governing loan recoveries and collections. Excellent communication and interpersonal skills, with the ability to work effectively with customers, colleagues, and senior management. Proficiency in MS Office applications, particularly Excel, and familiarity with accounting software and systems. Ability to analyze financial data and provide insights to inform business decisions. Strong problem-solving skills, with the ability to think critically and creatively to resolve complex issues. Experience working in a fast-paced environment, prioritizing multiple tasks and meeting deadlines.

Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools to manage client portfolios and communicate effectively. Location - Mayiladuthurai,Puducherry,Viluppuram,Tindivanam

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues efficiently. Proficiency in using technology-based tools to manage client relationships and track portfolio performance. Ability to work effectively in a fast-paced environment while meeting sales targets and deadlines.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-6 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and issues related to payments. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions with customers. Job Requirements Strong knowledge of banking regulations and laws. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry. Location: Nashik,Nagpur,Akola,Washi

We are looking for a highly skilled and experienced Legal Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee legal receivables, ensuring timely payments and resolving disputes. Develop and implement effective strategies to improve cash flow and reduce bad debts. Collaborate with cross-functional teams to ensure seamless operations and compliance with regulatory requirements. Analyze financial data and provide insights to senior management on trends and areas for improvement. Ensure all legal transactions are accurately recorded and maintained. Provide excellent customer service to clients and stakeholders. Job Requirements Strong knowledge of legal principles and practices related to receivables. Excellent analytical and problem-solving skills with attention to detail. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills with the ability to build relationships. Proficiency in financial software and systems with strong technical skills. Ability to maintain confidentiality and handle sensitive information with discretion.

We are looking for a highly motivated and experienced professional to join our team as a Receivable Executive in Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry. Roles and Responsibility Manage and maintain accurate records of receivables, including accounts receivable and cash flow statements. Develop and implement effective strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve issues related to receivables and payments. Analyze financial data to identify trends and areas for improvement in receivable operations. Ensure compliance with regulatory requirements and internal policies related to receivables. Provide excellent customer service to clients and stakeholders regarding receivable-related queries. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and organizational skills with attention to detail. Experience working in a similar role within the BFSI industry is preferred.

We are looking for a highly skilled and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 2-7 years of experience. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to determine the best course of action. Collaborate with internal teams to ensure seamless execution of mortgage loan applications. Provide exceptional customer service and support to clients throughout the mortgage process. Stay up-to-date with industry trends and regulatory changes to remain competitive. Job Requirements Minimum 2 years of experience in relationship management, preferably in the BFSI sector. Strong knowledge of retail mortgages and related products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with diverse client groups and building long-term relationships.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues efficiently. Proficiency in using technology-based tools to manage client portfolios and communicate effectively. Ability to work in a fast-paced environment and meet sales targets consistently.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the collections team to identify and resolve issues related to outstanding accounts. Analyze financial data to provide insights on customer behavior and trends, informing business decisions. Build strong relationships with customers, providing excellent customer service and support. Ensure compliance with regulatory requirements and internal policies related to receivables and collections. Job Requirements Strong knowledge of accounting principles and practices, with experience in managing large datasets. Excellent communication and interpersonal skills, enabling strong relationship building with customers and colleagues. Ability to work in a fast-paced environment, prioritizing tasks and meeting deadlines. Proficiency in Microsoft Office applications, particularly Excel, with experience in data analysis and reporting. Strong problem-solving skills, with the ability to think critically and make informed decisions. Experience working in a similar role within the BFSI industry, demonstrating a strong understanding of industry trends and best practices. Location - Kumbakonam,Nagapattinam,Thiruvarur,Thiruthuraipoondi

We are looking for a highly skilled and experienced Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in receivables. Roles and Responsibility Manage and oversee the collection process to ensure timely recovery of outstanding amounts. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with internal teams to resolve customer complaints and disputes. Analyze financial data to identify trends and areas for improvement in the receivable process. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred.

We are looking for a highly skilled and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 2-7 years of experience in sales, preferably in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to determine the best course of action. Collaborate with internal teams to ensure seamless execution of mortgage loan processes. Provide exceptional customer service and support to clients throughout the lending process. Stay up-to-date with market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven experience in sales, preferably in the BFSI industry, with a focus on retail mortgages. Strong understanding of financial products and services, including mortgage loans. 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 analyze complex financial data. Experience working with CRM software and other sales tools is an asset. Location - Erode,Salem,Namakkal,Vazhapadi

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the collections team to identify and resolve issues related to outstanding accounts. Analyze financial data to provide insights on customer behavior and trends, informing business decisions. Build strong relationships with customers, providing excellent customer service and support. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong knowledge of accounting principles and practices, with experience in managing receivables and collections. Excellent communication and interpersonal skills, enabling strong relationship building with customers and colleagues. Ability to analyze financial data and provide actionable insights to inform business decisions. Strong problem-solving skills, with the ability to think critically and creatively. Experience working in a fast-paced environment, prioritizing tasks and meeting deadlines. Familiarity with banking software and systems, with the ability to learn new technologies quickly.

Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills are required to build rapport with clients from diverse backgrounds. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex financial data and make informed decisions. Proficiency in using technology-based tools and platforms for managing client portfolios. A graduate or postgraduate degree in any field is required; relevant certifications or qualifications are an added advantage. Location - Madurai,Tirunelveli,Sankarankoil,Thoothukudi

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-6 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivables function. Develop and implement strategies to improve cash flow and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze financial data to identify trends and areas for improvement. Ensure compliance with regulatory requirements and internal policies. Provide excellent customer service and support to clients. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of professionals. Location - Nashik,Nagpur,Akola,Washi

We are looking for a highly skilled and experienced 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 micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong knowledge of micro mortgages and related products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, preferably in micro mortgages, is preferred. Ability to work collaboratively as part of a team to achieve common goals.

We are looking for a skilled Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 4-5 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce outstanding amounts. Collaborate with the collections team to resolve customer issues and enhance overall customer satisfaction. Analyze financial data to identify trends and areas for improvement in the bank's receivable operations. Ensure compliance with regulatory requirements and internal policies related to receivables management. Provide excellent customer service by responding promptly to customer inquiries and resolving their concerns. Job Requirements Strong knowledge of BFSI industry practices and regulations. Excellent analytical and problem-solving skills with attention to detail. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills, with the ability to build relationships with customers and colleagues. Proficiency in financial software applications and systems. Ability to maintain confidentiality and handle sensitive information with discretion.

We are looking for a highly motivated and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 0-4 years of experience. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to determine the best mortgage options. Collaborate with internal teams to ensure seamless execution of mortgage applications. Provide exceptional customer service and support to clients throughout the mortgage process. Stay up-to-date with industry trends and regulatory changes to remain competitive. Job Requirements Strong knowledge of the BFSI industry, particularly in retail mortgages. 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 assess client financial data. Proficiency in using CRM software and other relevant tools. Ability to work collaboratively as part of a team to achieve common goals.

We are looking for a highly skilled and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 2-7 years of experience in sales, preferably in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of mortgage products and services. Conduct thorough analysis of client financial situations to offer appropriate guidance. Provide exceptional customer service and support to ensure high levels of client satisfaction. Stay updated on market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven experience in sales, preferably in the BFSI industry, with a focus on retail mortgages. Strong understanding of mortgage products and services, including features and benefits. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex financial data. Experience working with CRM software and other sales tools is an advantage.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on mortgage products and services. Collaborate with internal teams to ensure seamless delivery of mortgage products and services to clients. Provide exceptional customer service and support to clients throughout the mortgage process. Stay up-to-date with market trends and competitor activity to stay ahead in the competitive mortgage landscape. Job Requirements Strong knowledge of retail mortgages and related products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, particularly in retail mortgages, is preferred. Ability to work collaboratively as part of a team to achieve common goals. Location - Chennai,Vellore,Tiruvannamalai,Tirupathur

We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 3 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions. Conduct thorough analysis of client financial situations to determine the best course of action. Collaborate with internal teams to ensure seamless execution of mortgage loan processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with industry trends and competitor activity to identify new business opportunities. Achieve sales targets and contribute to the growth of the bank's retail mortgage portfolio. Job Requirements Proven experience as a Relationship Manager in retail mortgages or a related field. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex financial data and make informed decisions. Strong problem-solving skills to resolve client issues and concerns. Experience working in a fast-paced environment and meeting sales targets.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines. Familiarity with industry-standard software and technology used in financial services.