Relationship Manager - MF Equitas Small Finance Bank

2.0 - 7.0 years

2 - 4 Lacs

nagapattinam, tamil nadu, india

On-site

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 rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools for managing client portfolios and transactions. Strong problem-solving skills to address client concerns and resolve issues effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

Posted 15 hours ago

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Associate Advocate Siddhant Advocates

2.0 - 6.0 years

0 Lacs

bhopal, madhya pradesh

On-site

As an Associate at Siddhant Advocates in Bhopal, Madhya Pradesh, you will be responsible for handling trial courts, civil and commercial litigation cases. You should have strong Legal Research skills, both offline and online, along with a good understanding of civil and commercial litigation processes and trial court proceedings. Knowledge of online court hearings infrastructure is essential for this role. In this position, you will be required to independently work on drafting legal documents. Proficiency in the English language is a must, as you will be communicating with clients and handling their portfolios. The salary for this position will be based on your knowledge and work experience, with a minimum requirement of 2-3 years in the field. To apply for this role, please submit your updated CV and a cover letter detailing your interest in the position to malinimodi@outlook.in. We are excited to review your applications and welcome talented individuals to join our team at Siddhant Advocates.,

Posted 2 weeks ago

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