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2.0 - 5.0 years

2 - 4 Lacs

Pune, Akurdi, Chowk

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Naukri logo

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 week ago

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2.0 - 6.0 years

2 - 4 Lacs

Pune, Akurdi, Chowk

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Naukri logo

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 3 weeks ago

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2.0 - 7.0 years

2 - 4 Lacs

Pune, Akurdi, Chowk

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Naukri logo

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 3 weeks ago

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1.0 - 5.0 years

2 - 4 Lacs

Pune, Akurdi, Chowk

Work from Office

Naukri logo

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 3 weeks ago

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1 - 5 years

2 - 4 Lacs

Pune, Akurdi, Chowk

Work from Office

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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 1 month ago

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