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2.0 - 5.0 years
4 - 8 Lacs
Bulandshahr, Aligarh, Chowk
Work from Office
Primary Responsibilities: Business Financials Daily Weekly Monthly monitoring of the accomplishment of targets according to the annualmonthly targets established for the area and branches under hisher responsibility to provide guidance and solutions to hisher team as required Assign targets and results on daily weekly monthly basis of portfolio of risk by different categories such as days in arrears number of installment due amount within hisher region by area branch loan officer with the objective to identify tendencies and risks Supports Relationship Officers in hisher area in their duties of client visits risk assessment and recovery strategiesEfficient staffing by timely recruitment trainingImplement supervise and control effectiveness of commercial strategy with hisher team to reach the productivity and growth targets established Approve deviations and exceptions according to policy in placeEnsure supervise the correct implementation of the credit procedures including all the respective toolsCustomer Both Internal External Ensure customers are educated about all productsservices offered by UjjivanEnsure lower customer attrition by providing different products as per customer requirementFocus on lower TAT as per laid down standards Internal ProcessEnsure compliance with lending guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrence audit and other regulationsMonitor health of portfolioSanctioning of loans according to the policy in place Ensure supervise the correct implementation of the credit procedures including all the respective toolsDiscuss strategies and changes in terms of products capacity building procedures etcInnovation LearningEnsure that all members of his team are up to date on all relevant circulars and all productsservices offered in the Branch Evaluate the staff competences in terms of promotion business assessment and credit risk assessment capacity and propose solutions for improvement Ensure adherence to training mandays mandatory training programs for self and reportees Ensure goalsetting midyear review and annual appraisal process within specified timelines for self and reportees Monitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring of VF Loans team Location - Aligarh,Bulandshahr,Chowk,Gorakhpur,Hardoi,Lucknow,Meerut,Nagar,New Delhi,Varanasi
Posted 2 weeks 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 - 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
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
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
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