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14.0 - 19.0 years
2 - 6 Lacs
Kumbakonam, Nagapattinam, Thiruvarur
Work from Office
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 14 years of experience in the BFSI industry, preferably with a background in legal receivables. Roles and Responsibility Manage and oversee the collection process for outstanding debts. Develop and implement effective strategies to minimize bad debt and maximize recoveries. Collaborate with internal stakeholders to resolve customer disputes and improve cash flow. Analyze financial data to identify trends and areas for improvement in the collections process. Ensure compliance with regulatory requirements and industry standards. Maintain accurate records and reports of all interactions with customers and vendors. Job Requirements Strong knowledge of legal principles and practices related to receivables. Excellent communication and negotiation skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficient in using computer software applications and technology systems. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information.
Posted 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Tumkur, Bengaluru
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 1-4 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 and report on receivable performance metrics, providing insights for improvement. Build strong relationships with customers, vendors, and internal stakeholders to ensure smooth operations. Ensure compliance with regulatory requirements and company policies related to receivables. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, negotiation, and problem-solving skills. Ability to work in a fast-paced environment, meeting deadlines and targets. Proficiency in MS Office and other relevant software applications. Strong analytical and reporting skills, with attention to detail and accuracy. Experience working in a similar role within the BFSI industry, preferably in a bank or NBFC setting.
Posted 2 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Gummidipoondi, Chennai
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 2-7 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 existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Kumbakonam, Tiruchirapalli, Virudhachalam
Work from Office
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 year 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 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 for client and stakeholder interaction. Proficiency in Microsoft Office and other relevant software applications. Experience working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Kumbakonam
Work from Office
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.
Posted 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Puducherry, Mayiladuthurai, Cuddalore
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 1-4 years of experience in the BFSI industry, with expertise in managing receivables and handling customer queries. Roles and Responsibility Manage and oversee the daily operations of the branch's receivable functions. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Build strong relationships with customers to resolve their queries and concerns. Collaborate with internal teams to ensure seamless communication and coordination. Analyze and report on receivable performance metrics to senior management. Identify areas for improvement and implement process enhancements. Job Requirements Strong knowledge of BFSI regulations and compliance requirements. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with customer service teams and resolving customer complaints. Location: Mayiladuthurai,Puducherry,Cuddalore,Viluppuram
Posted 2 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Madurai, Sankarankoil, Tirunelveli
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 2-7 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, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to mutual funds. Location: Madurai,Tirunelveli,Sankarankoil,Thoothukudi
Posted 2 weeks ago
1.0 - 3.0 years
1 - 2 Lacs
Tiruchirapalli
Work from Office
We are looking for a highly motivated and experienced Branch Relationship Executive 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 a background in sales or customer service. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and generate leads through effective sales strategies. Collaborate with internal teams to resolve customer complaints and issues promptly. Provide excellent customer service to ensure high levels of satisfaction and loyalty. Achieve monthly targets set by management while maintaining quality standards. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Strong communication and interpersonal skills are essential for building rapport with customers and colleagues. Ability to work in a fast-paced environment and meet deadlines is crucial. Basic knowledge of financial products and services is required. Proficiency in MS Office and other software applications is necessary. Strong problem-solving skills are needed to analyze problems and develop effective solutions. Ability to work collaboratively as part of a team to achieve common goals. About Company Equitas Small Finance Bank is a leading player in the BFSI industry, committed to providing exceptional banking services to its customers. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. For more information, please contact us at 1424852.
Posted 2 weeks ago
1.0 - 4.0 years
1 - 2 Lacs
Patiala
Work from Office
We are looking for a highly motivated and experienced Branch Relationship Executive 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 sales or customer service. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and generate leads through effective sales strategies. Collaborate with internal teams to resolve customer complaints and issues promptly. Provide excellent customer service to ensure high levels of satisfaction and loyalty. Meet or exceed monthly sales targets by selling products and services. Stay updated on market trends and competitor activity to identify new business opportunities. Job Requirements Strong communication and interpersonal skills are essential for building rapport with customers and colleagues. Ability to work in a fast-paced environment and meet deadlines is required. Basic knowledge of financial products and services, including savings accounts and loans, is necessary. Proficiency in using computer software applications, such as Microsoft Office, is expected. Strong problem-solving skills are needed to analyze problems and develop effective solutions. Ability to work collaboratively as part of a team to achieve common goals.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Madurai
Work from Office
We are looking for a highly skilled and experienced Field Training Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-8 years of experience in the BFSI industry, with a strong background in training and development. Roles and Responsibility Develop and implement comprehensive training programs for field staff. Conduct regular assessments and evaluations to ensure compliance with regulatory requirements. Collaborate with cross-functional teams to identify training needs and develop targeted solutions. Design and deliver coaching and mentoring programs to enhance employee performance. Analyze training effectiveness and provide recommendations for improvement. Ensure all training programs align with organizational goals and objectives. Job Requirements Proven experience in training and development, preferably in the BFSI industry. Strong knowledge of adult learning principles and instructional design methodologies. Excellent communication, presentation, and interpersonal skills. Ability to analyze complex data and provide actionable insights. Experience with training management systems and software applications. Strong project management and organizational skills.
Posted 2 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
Kumbakonam, Nagapattinam, Thiruvarur
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 to 7 years of experience in the BFSI industry, with expertise in managing receivables and handling customer queries. Roles and Responsibility Manage and oversee the daily operations of the branch's receivable functions. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Build strong relationships with customers to resolve their queries and concerns. Collaborate with internal teams to ensure seamless communication and coordination. Analyze and report on receivable performance metrics to senior management. Identify areas for improvement and implement process enhancements. Job Requirements Strong knowledge of BFSI regulations and compliance requirements. 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 customer complaints and resolving issues efficiently.
Posted 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Ahmedabad
Work from Office
We are looking for a highly skilled and experienced Branch Relationship Executive 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 in used car finance. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services. Provide exceptional customer service and resolve issues promptly. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in used car finance. Strong knowledge of financial products and services, including loans and banking operations. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Proficiency in Microsoft Office and other software applications.
Posted 2 weeks ago
2.0 - 4.0 years
2 - 6 Lacs
Kakinada
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 2-4 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 and revenue growth. 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 in a fast-paced environment and meet sales targets. Proficient in using technology and software applications. Strong analytical and problem-solving skills. Ability to build and maintain strong relationships with clients and colleagues.
Posted 2 weeks ago
0.0 - 4.0 years
1 - 3 Lacs
Pune
Work from Office
We are looking for a highly skilled and experienced Customer Service 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 excellent communication skills and a strong passion for delivering exceptional customer service. Roles and Responsibility Handle customer inquiries and resolve issues professionally and courteously. Provide timely and accurate information about products and services. Build strong relationships with customers to enhance satisfaction and loyalty. Collaborate with internal teams to resolve complex customer complaints. Develop and maintain thorough knowledge of bank's products and services. Identify opportunities to upsell and cross-sell relevant products. Job Requirements Strong communication and interpersonal skills. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. Excellent problem-solving and analytical skills. Proficient in using computer systems and software applications. Strong attention to detail and organizational skills. Ability to work collaboratively as part of a team.
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Chennai
Work from Office
We are looking for a skilled Operations Officer to join our Account Processing Unit team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in account processing and operations management. Roles and Responsibility Manage and process accounts payable and receivable transactions efficiently. Ensure accurate and timely completion of operational tasks. Collaborate with internal teams to resolve operational issues and improve processes. Develop and implement process improvements to boost productivity and efficiency. Maintain high standards of customer service and respond to customer inquiries. Analyze operational data to identify areas for improvement and optimize processes. Job Requirements Strong knowledge of account processing and operations management principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other operational software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in the BFSI industry is preferred.
Posted 2 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
Chidambaram, Mayiladuthurai, Viluppuram
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, with a strong background in sales and relationship management. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and generate leads through networking and market research. Conduct cold calls and presentations to promote products and services. Collaborate with internal teams to resolve customer complaints and issues. Meet or exceed monthly sales targets by selling relevant financial products. Provide excellent customer service to ensure high levels of client satisfaction. Job Requirements Minimum 2 years of experience in sales, preferably in the BFSI industry. Strong knowledge of financial products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail. Proficiency in Microsoft Office and other software applications. Location - Mayiladuthurai,Chidambaram,Viluppuram,Kallakkurichi
Posted 2 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Mysuru
Work from Office
We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, with a strong background in receivables management. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables function. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal stakeholders to resolve customer complaints and issues related to payments. Analyze and report on key performance indicators (KPIs) such as delinquency rates and collection times. Ensure compliance with regulatory requirements and company policies. Provide excellent customer service and support to customers regarding payment-related queries. Job Requirements Strong knowledge of BFSI industry practices 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. Ability to maintain confidentiality and handle sensitive information. Experience working with small finance banks or similar institutions is preferred. For more information, please contact us at 1425550.
Posted 2 weeks ago
2.0 - 6.0 years
1 - 3 Lacs
Nagpur, Nashik, Akola
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 2-6 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
Posted 2 weeks ago
4.0 - 5.0 years
1 - 3 Lacs
Surat
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 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 identify and resolve issues related to overdue accounts. Analyze financial data to provide insights on customer behavior and trends affecting 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 analytical, problem-solving, and communication skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong attention to detail and ability to maintain accurate records. Experience working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
2.0 - 7.0 years
1 - 3 Lacs
Coimbatore, Erode
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 to 7 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables and collections. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes. Analyze and report on receivable performance metrics to senior management. 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 MS 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.
Posted 2 weeks ago
2.0 - 4.0 years
1 - 3 Lacs
Nanded
Work from Office
We are looking for a highly skilled and experienced Receivable Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with a background in receivables. Roles and Responsibility Manage and oversee the receivable process to ensure timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with cross-functional teams to resolve customer complaints and disputes. Analyze and report on receivable metrics to identify areas for improvement. Ensure compliance with regulatory requirements and internal 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 MS 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.
Posted 2 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
Mayiladuthurai, Tiruchirapalli, Srijangram
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 to 7 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables and collections. 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 and report on key performance indicators (KPIs) such as delinquency rates and collection times. 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 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 working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Chandrapur, Bengaluru
Work from Office
We are looking for a highly skilled and experienced MIS Officer - Legal to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, with expertise in legal matters. Roles and Responsibility Manage and analyze legal data to provide insights for business decisions. Develop and maintain reports on legal cases and compliance issues. Collaborate with cross-functional teams to ensure regulatory compliance. Conduct research on new laws and regulations affecting the bank. Provide legal support and guidance to internal stakeholders. Ensure all legal documents are properly stored and maintained. Job Requirements Strong knowledge of legal principles and practices applicable to the BFSI industry. Excellent analytical and problem-solving skills. Ability to work independently and as part of a team. Effective communication and interpersonal skills. Proficiency in Microsoft Office and other software applications. Experience working with legal databases and systems.
Posted 2 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
Nagpur, Nashik, Mankapur
Work from Office
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 the BFSI industry, preferably with Equitas Small Finance Bank. 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 expert advice on mortgage options. Build and maintain a network of contacts within the community to stay informed about market trends and competitor activity. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience in relationship management, preferably in the BFSI industry. Strong knowledge of mortgage products and services, including features and benefits. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to assess client financial situations. Proficiency in using technology and software applications to manage client data and interactions.
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Madurai, Sankarankoil, Tirunelveli
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 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 Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.
Posted 2 weeks ago
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