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1.0 - 5.0 years
4 - 7 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
Primary Responsibilities: Achieve the set targets on HLSecured Loans in terms of customer acquisition Maintain database of prospects meet select prospects and manage the relationship thereafter Follow up on leads provided by the cluster managerrelationship manager within defined TAT Cross sell other products of Ujjivan and pass quality leads to respective officersstaff Share customer insightsproduct related feedback with the Cluster Manager HL Coordinate with Products Marketing department to carry out marketing drives that are assigned and catchment areas for HL secured loans Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Anand,Aurangabad,Bardoli,Vadodara,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Bodeli,Borivali,Botad,Chandrapur,Chowk,Dhule,Dombivli,Gandhidham,Gandhinagar,Gondiya,Himatnagar,Hyderabad,Jalgaon,Jalna,Jamnagar,Jasdan,Junagadh,Kolhapur,Latur,Mehsana,Modasa,Morbi,Mumbai,Nadiad,Nagpur,Nanded,Naroda,Nashik,Navsari,Panvel,Pimpri,Pune,Rajkot,Sangli,Satara,Shirpur,Solapur,Surat,Thane,Vadali,Valsad,Vapi,Virar
Posted 1 week ago
1.0 - 5.0 years
1 - 5 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship To acquirepre-fixed New to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives & other tie ups Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings. Informscustomers of new products or product enhancements to further expand the bankingrelationship. Maintainscomplete relationship record for assigned customer accounts. Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs Trackscustomer complaints/queries and turnaround times for customer satisfaction. Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same. Developeffective ways to promote Brand awareness & Product proposition that leadto measurable business results Primary Responsibilities: Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values Additional Responsibilities: Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation: Location - Ahmedabad,Ahmednagar,Akurdi,Anand,Vadodara,Bharuch,Borivali,Chembur,Chowk,Dombivli,Gandhinagar,Goregaon,Hyderabad,Jalgaon,Jamnagar,Mira,Mumbai,Nadiad,Nagpur,Naroda,Nashik,Pune,Rajkot,Santacruz,Sion,Solapur,Surat,Thane,Valsad
Posted 2 weeks ago
1.0 - 4.0 years
2 - 5 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
Office Location: West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4407-Pimpri, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4515-AnandWest 4516-JamnagarWest 4520-MorbiWest 4521-Mira RoadWest 4522-AundhWest 4523-NandedWest 4533-VashiWest 4534-GhatkoparWest 4535-FortWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4549-Fulchurnaka/Awantibai ChowkWest 4551-Santacruz WestWest 4505-VirarWest 4518-Prahalad NagarWest 4517-GodharaWest 4536-BhujWest 4414-Govandi MankhurdWest 4457-VapiWest 4432-KharadiWest 4537-Gandhinagar Position description: Assistant Acquisition Manager Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition existing customer conversionUnderstand need and acquire customers who meet the criteria for liability products through either of the below channelsLeads generated by branch staff and personal leadsReferrals generated from existing customersAlternate channelsMaintain the database of the prospects meet select prospects and manage the relationship thereafterAccompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customerCross sell other secured loan products of Ujjivan and pass quality leads to respective loan officersShare customer insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesReduce customer dormancy and customer attrition by continuous engagement interactionResolves the customer queries on various accounts FD RD remittances third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documentsStrictly adhere maintain compliance to KYC normsDrive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning PerformanceMaintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branchResolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilitiesEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Anand,Aurangabad,Bardoli,Vadodara,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Borivali,Chembur,Chowk,Dombivli,Gandhidham,Gandhinagar,Ghatkopar,Gondiya,Goregaon,Govandi,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mira,Morbi,Mumbai,Nagpur,Nanded,Naroda,Nashik,Panvel,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Valsad,Vapi,Vashi,Virar
Posted 2 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
Designation: Customer Relationship Officer (UB-RB-SB-CRO), Customer Relationship Officer (UB-RB-EB-CRO), Customer Relationship Officer (UB-RB-NB-CRO), Customer Relationship Officer (UB-RB-WB-CRO), Customer Relationship Officer (UB-MB-EB-CRO), Customer Relationship Officer (UB-MB-WB-CRO), Customer Relationship Officer (UB-MB-NB-CRO) Office Location: Jalgaon , Vadodara , Solapur , Ahmednagar , West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4414-Govandi MankhurdWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4432-KharadiWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4441-NavsariWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4447-AkotaWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4457-VapiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4463-NadiadWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4491-VyaraWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4499-BotadWest 4505-VirarWest 4507-KaniyelWest 4510-KhadanaWest 4511-GodthalWest 4513-BadodaraWest 4514-ParsanatajWest 4515-AnandWest 4516-JamnagarWest 4517-GodharaWest 4518-Prahalad NagarWest 4519-DahodWest 4520-MorbiWest 4523-NandedWest 4524-ModasaWest 4526-ChandrapurWest 4527-HalolWest 4530-TransadWest 4531-AmbavWest 4532-BorolWest 4534-GhatkoparWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4541-BodeliWest 4542-VadaliWest 4544-JasdanWest 4549-Fulchurnaka/Awantibai ChowkWest 4550-LunawadaWest 4558-Narol Circle /Hathijan CircleWest 4506-KahanwadiWest 4529-KharivavdiWest 4504-MalvanWest 4512-BhaladaWest 4407-PimpriWest 4509-NavakhalWest 4502-Bhoj Position description: Customer Relationship Officer Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Ambejogai,Anand,Anklav,Aurangabad,Bardoli,Vadodara,Beed,Bharuch,Bhavnagar,Bhiwani,Bhusawal,Bodeli,Borivali,Botad,Chandrapur,Chembur,Chikhli,Chowk,Dahod,Dholka,Dombivli,Gandhidham,Ghatkopar,Gondiya,Goregaon,Govandi,Halol,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Jasdan,Karad,Kheda,Kolhapur,Latur,Lunawada,Malwan,Mehsana,Modasa,Morbi,Mumbai,Nadiad,Nagpur,Nanded,Naroda,Nashik,Navsari,Panvel,Patan,Petlad,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Vadali,Valsad,Vapi,Virar,Vyara
Posted 2 weeks ago
2.0 - 5.0 years
4 - 7 Lacs
Pune, Ahmednagar, Akurdi
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 2-5 years of experience in the BFSI industry, preferably with a background in Micro Finance or Receivables. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Develop and implement strategies to improve client engagement and retention. Identify new business opportunities through networking and referrals. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with key stakeholders, including customers, colleagues, and management. Job Requirements Strong knowledge of Micro Finance products and services, including Mutual Funds and other financial instruments. Excellent communication and interpersonal skills, with the ability to build strong relationships. Proven track record of success in relationship management, preferably in a similar role. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with cross-functional teams, including sales, marketing, and operations.
Posted 2 weeks ago
0.0 - 5.0 years
1 - 3 Lacs
Pune, Akurdi
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the daily operations of the branch receivable office. Develop and implement effective strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on key performance indicators to optimize business outcomes. Ensure compliance with regulatory requirements and internal policies. Provide exceptional customer service to clients and stakeholders. Job Requirements Strong knowledge of financial products and services, including mortgages and receivables. Excellent communication and interpersonal skills for working with diverse stakeholders. Ability to analyze data and provide insights to inform business decisions. Strong problem-solving skills to resolve complex issues. Experience with branch operations and management is desirable. Familiarity with banking regulations and compliance requirements is preferred.
Posted 1 month ago
2.0 - 7.0 years
4 - 9 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Candidate should be able to deliver targeted business figures from the location of the branch. He/She is also responsible for building a quality portfolio without compromising on quality levels. Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion Maintain database of the prospects, meet select prospects and manage the relationship thereafter Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans Should be ready to travel extensively across the catchment area of the location to build the base of business MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in Commerce or relevant subjects Experience(Years and Core Experience Type) 2 years in sales and documentation of loans of which at least 1 years in Housing Loans, home loans or loan against property in an NBFC/ Bank/HFC. Mixed experience of Sales & Credit is acceptable, but should be predominantly in sales Location - Ahmedabad,Ahmednagar,Akurdi,Ambejogai,Anand,Anklav,Aurangabad,Vadodara,Beed,Bharuch,Bhavnagar,Bhusawal,Bodeli,Botad,Chowk,Dahod,Dholka,Dhule,Gandhinagar,Halol,Himatnagar,Jalgaon,Jalna,Jamnagar,Jasdan,Kheda,Latur,Lunawada,Mehsana,Modasa,Morbi,Nadiad,Nanded,Naroda,Nashik,Petlad,Pimpri,Pune,Rajkot,Rajpipla,Shirpur,Solapur,Vadali
Posted 1 month ago
2.0 - 5.0 years
2 - 4 Lacs
Pune, Akurdi, Chowk
Work from Office
Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 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 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. Proficiency in using technology and software applications to manage client relationships and track market trends. Strong analytical and decision-making skills to provide informed investment advice.
Posted 1 month ago
2.0 - 3.0 years
2 - 5 Lacs
Pune, Akurdi
Work from Office
Preparation of 2D Drawings with Auto CAD / Drawing Preparation of Individual components / Part Drawings with Bill of material / Experience in Mechanical, Structural 2D Plans / Basic understanding of fabrication components drafting standard and codes.Preparation of 2D Drawings with AutoCAD: Generating comprehensive and precise 2D engineering drawings using AutoCAD for a wide range of components and assemblies. Drawing Preparation of Individual Components: Creating detailed individual part drawings, ensuring all necessary dimensions, tolerances, and specifications are clearly depicted. Part Drawings with Bill of Material (BOM): Developing complete part drawings that accurately incorporate and link to Bill of Material information, facilitating procurement and manufacturing processes. Experience in Mechanical & Structural 2D Plans: Demonstrating proven experience in drafting both mechanical components (e.g., machinery parts, assemblies) and structural elements (e.g., beams, columns, foundations, piping layouts) in 2D. Work from Office, Mon to Sat 9 AM to 6 Pm Exp.- Min Exp. 2 to 3 years with related insudtry ITI Draftsman, Diploma Mechanical Fabrication knowledge, Basic Engineering knowledge, Proficiency in Auto CAD 2D with latest version, Knowledge of Fabrication standards, Understanding effective use of layers, line, types, scales,Bill of material etc.
Posted 2 months ago
0.0 - 5.0 years
1 - 5 Lacs
Pune, Akurdi
Work from Office
We are looking for a highly skilled and experienced Branch Credit Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-6 years of experience in the BFSI industry. Roles and Responsibility Manage credit operations, including loan processing and disbursement. Develop and implement effective credit policies and procedures. Conduct thorough credit assessments and risk analyses. Collaborate with cross-functional teams to achieve business objectives. Monitor and report on credit performance metrics. Ensure compliance with regulatory requirements and industry standards. Job Requirements Strong knowledge of credit underwriting principles and practices. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment. Effective communication and interpersonal skills. Proficiency in credit management software and systems. Strong attention to detail and organizational skills.
Posted 2 months ago
2.0 - 5.0 years
1 - 3 Lacs
Pune, Ahmednagar, Akurdi
Work from Office
We are looking for a highly skilled and experienced Customer Service Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 years of experience in the BFSI industry, with a strong background in customer service. Roles and Responsibility Handle customer inquiries and resolve issues professionally. Provide excellent customer service through various channels. Respond to customer complaints and concerns promptly. Collaborate with internal teams to improve overall customer experience. Maintain accurate records of customer interactions and transactions. Identify opportunities to upsell and cross-sell products and services. Job Requirements Strong communication and interpersonal skills. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Knowledge of banking products and services, including small finance banking. Experience with customer relationship management software. Strong problem-solving and analytical skills. Ability to work collaboratively as part of a team.
Posted 2 months ago
2.0 - 5.0 years
2 - 4 Lacs
Pune, Akurdi
Work from Office
We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 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 growth opportunities. Provide excellent customer service to build trust and loyalty. Identify and mitigate potential risks to ensure regulatory compliance. 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 financial regulations and compliance requirements.
Posted 2 months ago
2.0 - 5.0 years
3 - 7 Lacs
Pune, Akurdi
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 2-5 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 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. Proficiency in using technology and software applications to manage client relationships and transactions. Strong analytical and decision-making skills to provide sound investment advice.
Posted 2 months ago
2.0 - 6.0 years
2 - 4 Lacs
Pune, Akurdi, Chowk
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 2-6 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 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. Proficiency in using technology and software applications to manage client relationships and transactions. Strong analytical and decision-making skills to provide sound investment advice.
Posted 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Pune, Akurdi, Chowk
Work from Office
We are looking for a skilled 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 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 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. Experience working with diverse client groups and providing tailored solutions.
Posted 2 months ago
2.0 - 5.0 years
4 - 8 Lacs
Pune, Akurdi
Work from Office
We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Manage and maintain strong 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 competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed monthly targets. Provide exceptional customer service and support to resolve client queries and concerns. Job Requirements Strong knowledge of retail mortgages and financial products. 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 compliance requirements.
Posted 2 months ago
1.0 - 5.0 years
2 - 4 Lacs
Pune, Akurdi, Chowk
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 1-5 years of experience in the BFSI industry, preferably in mutual fund collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and issues promptly. Analyze market trends and competitor activity to identify opportunities for growth and improvement. Provide excellent customer service to build trust and loyalty with clients. Identify and mitigate potential risks associated with mutual fund investments. Job Requirements Strong knowledge of mutual funds, financial products, and investment services. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience working with cross-functional teams and building strong relationships with stakeholders. Familiarity with regulatory requirements and compliance standards in the BFSI industry.
Posted 2 months ago
0.0 - 4.0 years
7 - 11 Lacs
Pune, Akurdi
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Merchant OD. Roles and Responsibility Develop and maintain strong relationships with merchants to increase business opportunities. Identify new business prospects and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the industry. Build and implement effective sales strategies to drive growth. Job Requirements Strong understanding of the BFSI industry, particularly in Merchant OD. Excellent communication and interpersonal skills are required 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 using technology and software applications to manage customer interactions. Ability to work collaboratively as part of a team to achieve common goals.
Posted 2 months ago
3.0 - 6.0 years
5 - 6 Lacs
Pune, Akurdi, Pimpri-Chinchwad
Work from Office
Responsibilities Configure and install various network devices and services (e.g., routers, switches, firewalls, load balancers, VPN, QoS) Perform network maintenance and system upgrades including service packs, patches, hot fixes and security configurations Monitor performance and ensure system availability and reliability Monitor system resource utilization, trending, and capacity planning Provide Level-2/3 support and troubleshooting to resolve issues Work within established configuration and change management policies to ensure awareness, approval and success of changes made to the network infrastructure Select and implement security tools, policies, and procedures in conjunction with the companys security team Liaise with vendors and other IT personnel for problem resolution Field visits as and when required.
Posted 2 months ago
- 4 years
7 - 11 Lacs
Pune, Akurdi
Work from Office
Basic Section No. Of Openings 1 External Title Relationship Manager - Merchant OD Employment Type Permanent Employment Category Field Closing Date 06 Jun 2025 Organisational Entity Equitas Small Finance Bank Business Unit Assets Division/Function (SBU) Inclusive Banking - SBL Department Mortgages Sub-Department Standalone Merchant OD Generic Role Relationship Manager External Title (Job Role) Relationship Manager - Merchant OD Division Inclusive Banking - SBL Zone West State Maharashtra Region Pune Area Pune Cluster Akurdi PT Location Maharashtra Branch Code 9065 Branch Name Garkheda Skills Skill Learning Highest Education Bachelor of Commerce Working Language Hindi Marathi About The Role Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage
Posted 2 months ago
1 - 5 years
2 - 4 Lacs
Pune, Akurdi, Chowk
Work from Office
Basic Section No. Of Openings 1 External Title Relationship Manager - MF Collections Employment Type Permanent Employment Category Field Closing Date 27 May 2025 Organisational Entity Equitas Small Finance Bank Business Unit Assets Division/Function (SBU) Inclusive Banking - MF Department Micro Finance Sub-Department Receivables Generic Role Relationship Manager External Title (Job Role) Relationship Manager - MF Collections Division Inclusive Banking - MF Zone West State Maharashtra Region Pune Area Pune Cluster Akurdi PT Location Maharashtra Branch Code 9063 Branch Name Bajrang Chowk Skills Skill Sales Highest Education Bachelor of Arts Working Language Marathi About The Role Manage & ensure 100% collection for all the Micro finance members allotted . 2.Ensure leads are generated for retail asset product like LAP /HL 3. Has to Ensure & adhere process compliance as defined by the organization while achieving the business targets 4.Process Compliance Adhere to the laid down processes for repayment and relationship management with customer. 5. Ensure payments are collected in time 6.Continues Follow-up on Collection with the customer 7.Customer Interaction(Locate and Notify customer) 8.Adherence to timelines on collections 9. Interact the clients in a courteous manner and maintain punctuality in center meetings
Posted 2 months ago
2 - 7 years
3 - 6 Lacs
Pune, Akurdi
Work from Office
Basic Section No. Of Openings 1 External Title Branch Manager - Retail Employment Type Permanent Employment Category Field Closing Date 13 Jun 2025 Organisational Entity Equitas Small Finance Bank Business Unit Assets Division/Function (SBU) Inclusive Banking - SBL Department Mortgages Sub-Department Business Generic Role Branch Manager External Title (Job Role) Branch Manager - Retail Division Inclusive Banking - SBL Zone West State Maharashtra Region Pune Area Pune Cluster Akurdi PT Location Maharashtra Branch Code 9098 Branch Name Akurdi Skills Skill Sales Highest Education Bachelor of Arts Working Language Marathi About The Role 1. Managing the Branch in terms of Sales, Branch operations and administration. 2.Build a high Quality Loan portfolio 3. Responsible to Achieve targeted micro finance members for the Branch 4.Track and Ensure Repayments of the Loan disbursed 5.Maintain Manage & Deliver Branch productivity for Micro finance/Micro LAP/HF/AGRI/New product 6.Responsible acquit ion of recurring deposit for the bank through eligible micro finance members 7. Responsible for sufficient manpower in every branch to achieve the desired results 8.Handholding entire branch team to achieve desired targets 9. Field Visit with branch team members to handhold in sourcing & collection 10.Responsible for sales team to high performance and be a team player 11.To Build and Nurture team & enable them to achieve high performance 12.Ensuring 100% compliance to policies & processes and all regulatory matters of RBI and other statutory bodies. Responsible for training team members on product & handhold
Posted 2 months ago
- 5 years
1 - 4 Lacs
Pune, Ahmednagar, Akurdi
Work from Office
Basic Section No. Of Openings 1 External Title Legal Officer Employment Type Permanent Employment Category Field Closing Date 06 Jun 2025 Organisational Entity Equitas Small Finance Bank Business Unit Assets Division/Function (SBU) Inclusive Banking - SBL Department Mortgages Sub-Department Legal Generic Role Legal Officer External Title (Job Role) Legal Officer Division Inclusive Banking - SBL Zone West State Maharashtra Region Pune Area Pune Cluster Akurdi PT Location Maharashtra Branch Code 9056 Branch Name Ahmednagar Skills Skill Learning Highest Education Bachelor of Arts Working Language Hindi Marathi About The Role Giving pre-opinion by verifying legal documents of the customers 2.Process Compliance Adhere to the laid down processes for legal documents verification. 3. Handle registration process with the help of empanelled lawyer. 4.To make sure all the post disbursement documents are tracked and sent to HO. 5.Verification of legal documents and disbursement trigger to be initiated. 6.Responsible to train branch team on legal documents 7. Enplanement of lawyers and vendors for execution o registration & search report
Posted 2 months ago
1 - 4 years
1 - 3 Lacs
Pune, Ahmednagar, Akurdi
Work from Office
Basic Section No. Of Openings 1 External Title Customer Service Officer - Retail Employment Type Permanent Employment Category Office Closing Date 12 Jun 2025 Organisational Entity Equitas Small Finance Bank Business Unit Assets Division/Function (SBU) Inclusive Banking - SBL Department Mortgages Sub-Department Operations Generic Role Customer Service Officer External Title (Job Role) Customer Service Officer - Retail Division Inclusive Banking - SBL Zone West State Maharashtra Region Pune Area Pune Cluster Akurdi PT Location Maharashtra Branch Code 9056 Branch Name Ahmednagar Skills Skill Learning Highest Education Bachelor of Engineering Working Language Hindi Marathi About The Role Manage & ensure 100% collection for all the Micro finance members allotted . Ensure leads are generated for retail asset product like LAP /HL Has to Ensure & adhere process compliance as defined by the organization while achieving the business targets Process Compliance Adhere to the laid down processes for repayment and relationship management with customer. Ensure payments are collected in time Continues Follow-up on Collection with the customer Customer Interaction(Locate and Notify customer) Adherence to timelines on collections Interact the clients in a courteous manner and maintain punctuality in center meetings Workflow
Posted 2 months ago
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