Relationship Manager - Retail Mortgages Equitas Small Finance Bank

3.0 - 4.0 years

4 - 8 Lacs

Kadapa, Adoni

Work from Office

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank, with 3-4 years of experience in the BFSI industry. The ideal candidate will have a strong background in retail mortgages and sales. 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 retail mortgages and sales principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Experience working with diverse client groups and building strong relationships. Familiarity with banking products and services, including inclusive banking and relationship management.

Posted 1 month ago

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Relationship Manager - MF Equitas Small Finance Bank

2.0 - 7.0 years

2 - 4 Lacs

Nagapattinam

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 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 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 and platforms to manage client portfolios.

Posted 2 months ago

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