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1.0 - 4.0 years
2 - 3 Lacs
Paramakudi, Mannargudi, Nagapattinam
Work from Office
Role & responsibilities Responsible for upholding the Piramal brand and for managing the collection targets by conducting daily field visits and following up with customers for collections Visit the assigned locations and collect payments of EMIs from the customer Explain the benefits of auto debit to customers, and assist them in filling the auto debit form accurately Coordinate with branch operations team to complete and activate auto debit process Discuss alternate payment arrangements if auto debit not possible, and follow up to make sure the payments are made Track the EMI collection and maintain proper documentation for cash collection Collections and Fraud control unit Update the database with information on collection status from daily field visits Escalate critical matters to reporting authority for any process or data related deviations and ideate on resolution Review the NPA periodically, and initiate legal action against consistent defaulters based on the company policy Provide periodic update of all accounts in the portfolio to the collections team Follow the process and procedure for collections as set forth by the company Responsible for knowing and complying with all the legal requirements as per the law of the land Ensure compliance with company policies when interacting with customers for collections Participate in periodic policy trainings Should be willing to adapt to digital tools and processes Contact : Dinesh kumar - 9786432904 - dineshkumar.s2@piramal.com Nithya - 9025584772 - nithya2@piramal.com
Posted 3 days ago
2.0 - 7.0 years
2 - 4 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
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. Location - Kumbakonam , Thanjavur , Mannargudi , Thiruvaiyaru
Posted 5 days ago
7.0 - 10.0 years
3 - 6 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
We are looking for a highly skilled and experienced Branch Manager to lead our Mutual Funds team in the BFSI industry. The ideal candidate will have 7-10 years of experience in sales, branch management, or a related field. Roles and Responsibility Manage and oversee daily operations of the branch office. Develop and implement strategies to boost mutual fund sales and customer acquisition. Lead and motivate a team of relationship managers and financial advisors. Build and maintain strong relationships with customers, distributors, and other stakeholders. Ensure compliance with regulatory requirements and company policies. Analyze market trends and competitor activity to identify growth opportunities. Job Requirements Proven experience in sales, branch management, or a related field. Strong knowledge of mutual funds products and services. Excellent leadership, communication, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working in the BFSI industry is preferred. Location: Kumbakonam,Thanjavur,Mannargudi,Thiruvaiyaru
Posted 5 days ago
5.0 - 8.0 years
1 - 5 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
We are looking for a skilled Field Risk Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 5 years of experience in the BFSI industry. Roles and Responsibility Conduct risk assessments and evaluations to identify potential threats to the organization. Develop and implement strategies to mitigate risks and ensure compliance with regulatory requirements. Collaborate with cross-functional teams to monitor and manage risk exposure. Analyze market trends and competitor activity to inform risk management decisions. Provide expert guidance on risk management best practices to stakeholders. Identify and report on key performance indicators (KPIs) related to risk management. Job Requirements Strong understanding of risk management principles and practices. Excellent analytical and problem-solving skills with attention to detail. Ability to work effectively in a fast-paced environment and prioritize tasks. Strong communication and interpersonal skills, with the ability to build relationships with stakeholders. Experience working with financial institutions or similar organizations is preferred. Knowledge of regulatory requirements and industry standards related to risk management is essential. Location - Kumbakonam,Thanjavur,Mannargudi,Thiruvaiyaru
Posted 5 days ago
3.0 - 6.0 years
5 - 8 Lacs
Mannargudi
Work from Office
Attractive salary package as per industry standard Contacting potential clients to establish rapport and arrange meetings. Planning and overseeing new marketing initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conferences, meetings, and industry events. Developing quotes and proposals for clients. Developing goals for the development team and business growth and ensuring they are met. Training personnel and helping team members develop their skills.
Posted 1 week ago
4.0 - 9.0 years
6 - 10 Lacs
Kumbakonam, Mannargudi, Tanjore
Work from Office
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 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and MLAP. Roles and Responsibility Manage relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to meet or exceed monthly targets. Collaborate with internal teams to resolve customer complaints and issues. Provide excellent customer service and support to ensure long-term relationships. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of Micro Finance and MLAP products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Strong understanding of customer needs and preferences. Location - Kumbakonam,Tanjore,Mannargudi,THIRUVAIYARU,Thiruvaiyar
Posted 1 week ago
1.0 - 3.0 years
3 - 5 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
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 1-3 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of receivables professionals. Location - Kumbakonam,Thanjavur,Mannargudi,Thiruvarur,Kodavasal
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
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 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and MLAP. Roles and Responsibility Manage relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to achieve business targets. Collaborate with internal teams to provide comprehensive solutions to clients. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with key stakeholders, including customers, partners, and colleagues. Job Requirements Strong knowledge of Micro Finance and MLAP products and services. 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 cross-functional teams and building strong relationships with stakeholders. Familiarity with inclusive banking principles and practices is an added advantage. Location: Kumbakonam,Thanjavur,Mannargudi,Thiruvarur
Posted 1 week ago
2.0 - 3.0 years
4 - 8 Lacs
Kumbakonam, Mannargudi, Thiruvarur
Work from Office
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 2-3 years of experience in retail mortgages and relationship management, with a strong background in these areas. Roles and Responsibility Manage and maintain relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and analyze competitor activity to stay ahead in the market. Develop and implement sales plans to achieve targets and grow the business. Collaborate with internal teams to provide excellent customer service and support. Build and maintain a strong understanding of client needs and preferences. Job Requirements Strong knowledge of retail mortgages and relationship management principles. 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 strong relationships. Familiarity with industry trends and competitor activity.
Posted 1 week ago
1.0 - 3.0 years
2 - 3 Lacs
Pudukkottai, Aranthangi, Mannargudi
Work from Office
About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.
Posted 1 week ago
2.0 - 7.0 years
4 - 9 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective collection strategies to achieve business objectives. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to identify new business opportunities. Provide excellent customer service to build trust and loyalty. Identify and mitigate potential risks to ensure compliance with regulatory requirements. Job Requirements Strong knowledge of Mutual Funds and collections processes. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Familiarity with industry regulations and standards.
Posted 2 weeks ago
4.0 - 5.0 years
1 - 3 Lacs
Kumbakonam, Mannargudi, Thiruvarur
Work from Office
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 receivables, ensuring timely payments and minimizing bad debts. Develop and implement strategies to improve cash flow and reduce receivables. Collaborate with the collections team to resolve outstanding issues and enhance customer satisfaction. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Maintain accurate records and reports on receivables, including aging analysis and credit risk assessments. Provide excellent customer service, responding to customer inquiries and resolving disputes professionally. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment with multiple priorities and deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and decision-making skills with attention to detail and accuracy. Experience working in a similar role within the BFSI industry is preferred.
Posted 3 weeks ago
2.0 - 7.0 years
1 - 3 Lacs
Kumbakonam, Mannargudi, Thiruvaiyaru
Work from Office
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 2-7 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 resolve outstanding issues and reduce delinquencies. Analyze financial data to identify trends and areas for improvement in the bank's receivable operations. Provide excellent customer service, responding promptly to customer inquiries and resolving disputes. Maintain accurate records and reports, ensuring compliance with regulatory requirements. Job Requirements Strong knowledge of accounting principles and practices, with experience in managing receivables and collections. Excellent communication and interpersonal skills, enabling strong relationships with customers and colleagues. Ability to work in a fast-paced environment, prioritizing tasks and meeting deadlines. Proficiency in Microsoft Office and other software applications, with strong analytical and problem-solving skills. Experience working in the BFSI industry, preferably in a similar role within a bank or financial institution. Strong attention to detail, maintaining accuracy and integrity in all aspects of work.
Posted 3 weeks ago
1.0 - 6.0 years
1 - 3 Lacs
Kumbakonam, Mannargudi, Thiruvaiyaru
Work from Office
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 1-7 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 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 receivables. Maintain accurate records and reports on receivables, including aging analysis and credit risk assessments. Ensure compliance with regulatory requirements and internal policies related to receivables management. 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 decision-making skills with attention to detail. Experience working with teams to achieve business objectives and goals.
Posted 3 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Kumbakonam, Mannargudi, Thiruvaiyaru
Work from Office
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 1-7 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is desirable.
Posted 3 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Kumbakonam, Mannargudi, Thiruvarur
Work from Office
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 1-2 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue and market share. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Proficiency in using technology and software applications. Strong analytical and problem-solving skills. Ability to meet sales targets and achieve performance goals.
Posted 3 weeks ago
0 years
0 Lacs
Mannargudi, Tamil Nadu, India
On-site
Company Description Fresa Technologies is an independent software company that specializes in providing IT and BPO services exclusively for the freight forwarding, shipping, and logistics industries. Fresa Gold is their online freight forwarding software, designed to help manage and monitor business operations efficiently. With customers in over 50 countries, Fresa Technologies focuses on developing cost-effective and user-friendly solutions for the industry. Role Description This is a full-time on-site role for a Sales Executive located in Mannargudi at Fresa Technologies. The Sales Executive will be responsible for driving sales, building customer relationships, and promoting Fresa's online freight software solutions to freight forwarders. Qualifications Sales and Business Development skills Excellent communication and negotiation skills Knowledge of the freight forwarding, shipping, or logistics industry Ability to work independently and collaborate with a team Experience in software sales or IT solutions is a plus Bachelor's degree in Business, Marketing, or related field
Posted 3 weeks ago
0.0 - 5.0 years
2 - 2 Lacs
Pattukkottai, Mannargudi, Thiruvarur
Work from Office
1. Starting business in a new village a. Village identification within the radius b. Feasibility study of the village based on demographics, activities and financial needs of the customers c. Assist the MC-IC in making the village approval 2. Sourcing of business a. Identification of customers and forming of Joint Liability Groups b. Filling up of the application form c. Verification of the residence and business of the customer d. KYC verification e. Pre-disbursement training f. Visiting potential customers in order to develop business 3. Disbursements a. Collection of KYC documents b. Assisting the MC-IC for disbursement activity completion c. Loan documentation 4. Collection of current dues a. Collect the collection sheets and stickers from MC-IC b. Group-wise collection as per scheduled time by following the process c. Deposit of collection money d. MERC entry 5. Collection of over dues a. Follow up with the customers with updated data report of assigned portfolio b. Collection of money as per process c. Depositing the money in bank d. MERC entry e. Assist the MC-IC in initiating action against the defaulters 2 wheeler is Mandatory Willing to Take Care of Sales and Collection 100% Field work Interested candidates can send your resume to WhatsApp 7010051381, Mail ID - mariam@ltfs.com
Posted 3 weeks ago
0 years
0 Lacs
Mannargudi, Tamil Nadu, India
On-site
📢 Urgent Job Openings – Nisco General Contracting (UAE) We are hiring qualified candidates for the following positions: 🔹 Electrical Supervisor – 1 No. 🔹 Instrument Technicians – 3 Nos. 🔹 Electricians – 3 Nos. 🔹 Cathodic Protection Technicians – 2 Nos. 📍 Location: UAE 🏢 Company: Nisco General Contracting 💰 Salary: AED 2000 – 3000 💻 Interview Mode: Online 🌍 Preferred Candidates: Only from Kerala and Tamil Nadu 👉 If you meet the requirements and are ready for an overseas opportunity, send your updated CV and supporting documents to: 📧 arckaymanpower@gmail.com 🕑 Apply now – limited openings available! #UAEJobs #ElectricalSupervisor #TechnicianJobs #Electricians #GulfJobs #KeralaJobs #TamilNaduJobs #OverseasJobs #ArckayOverseasConsultants #HiringNow
Posted 4 weeks ago
1.0 - 31.0 years
1 - 1 Lacs
Mannargudi
On-site
*📢❗WE ARE HIRING❗* ✳️ *GOOGLE PAY* 🔥 *PART TIME / FULL TIME* *ROLE* : **Field sales Executive* 🙋🏻 *GENDER* : *Male only* *WORK* : *Google pay QR code,Onboarding, Revisit and soundbox* *TARGET* : *No target* ⏳ *TIMINGS* : *Work in any Free timings between( 8am to 9pm)* 💰 *WEEKLY PAYOUT* : *Rs: 7,000 to Rs:9,000* 📍 *WORK LOCATIONS* : *Overall Tamilnadu* *INTERESTED PERSON CONTACT* 📱 HR DEEPICA 8825616239
Posted 1 month ago
0.0 - 1.0 years
2 - 4 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
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 0-0 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Job Requirements Strong knowledge of Micro Finance products and services. 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 cross-functional teams. Strong understanding of customer needs and preferences. Location - Kumbakonam,Thanjavur,Mannargudi,Thiruvarur,Kodavasal
Posted 1 month ago
5.0 - 8.0 years
1 - 5 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
We are looking for a highly skilled and experienced Field Risk Officer to join our team at Equitas Small Finance Bank. Roles and Responsibility Conduct thorough risk assessments and analyses to identify potential threats to the bank's assets. Develop and implement effective risk mitigation strategies to minimize losses. Collaborate with cross-functional teams to monitor and manage risk exposure. Identify and report on key performance indicators (KPIs) related to risk management. Provide expert guidance on risk-related matters to stakeholders. Stay up-to-date with industry trends and regulatory requirements to ensure compliance. Job Requirements Strong understanding of risk management principles and practices. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment with multiple priorities. Strong communication and interpersonal skills. Experience working with financial data and systems. Knowledge of regulatory requirements and industry standards. Educational qualifications: Any Graduate or Postgraduate degree. About Company Equitas Small Finance Bank is a leading player in the BFSI industry, committed to providing high-quality banking services to its customers. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Location - Kumbakonam,Mannargudi,Thanjavur,Thiruvaiyaru
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Thalassery, Punalur, Nilambur
Work from Office
Malankara Credit Society is looking for Branch Manager to join our dynamic team and embark on a rewarding career journey Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration Prefers bachelors degree, 3 Years of experience as Branch Manager.
Posted 1 month ago
10.0 - 15.0 years
12 - 17 Lacs
Kochi, Kottayam, Mannargudi
Work from Office
Malankara Credit Society is looking for Branch Managers Group Loan to join our dynamic team and embark on a rewarding career journey Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
Kumbakonam, Mannargudi, Thanjavur
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 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 issues effectively. Proficiency in using technology-based tools and platforms for managing client portfolios. Experience working in a fast-paced environment with multiple priorities and deadlines. Location - Kumbakonam,Mannargudi,Thanjavur,Thiruvarur
Posted 1 month ago
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