1 - 6 years
1 - 5 Lacs
Posted:-1 days ago|
Platform:
Work from Office
Full Time
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 to 6 years of experience in the BFSI industry, preferably in microfinance or 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 thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds, with a strong track record of success. In-depth knowledge of financial products, including mutual funds, investments, and savings accounts. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills to analyze complex financial data and provide informed recommendations. Ability to work in a fast-paced environment and meet sales targets consistently. Proficiency in using technology and software applications to manage client relationships and transactions.
Equitas Small Finance Bank
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