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1.0 - 6.0 years

2 - 6 Lacs

Perambalur, Kumbakonam

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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 3 to 8 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely repayment of loans. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Proficiency in using technology and software applications. Ability to meet sales targets and achieve performance goals.

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1.0 - 5.0 years

2 - 4 Lacs

Perambalur, Kumbakonam, Thuraiyur

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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 2-7 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 remain competitive. 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. 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 to enhance productivity and efficiency.

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0.0 - 3.0 years

2 - 4 Lacs

Kumbakonam, Nagapattinam

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Looking for a motivated Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-3 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 are required to build rapport with clients from diverse backgrounds. Ability to work in a fast-paced environment and meet sales targets while maintaining high ethical standards. Proficiency in using technology-based tools and platforms to manage client relationships and transactions. Strong analytical and problem-solving skills are necessary to analyze complex financial data and provide insightful recommendations. Experience working in the BFSI industry, particularly in mutual funds sales or related fields, is preferred.

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3.0 - 5.0 years

1 - 3 Lacs

Kumbakonam, Mannargudi, Thiruvaiyaru

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We are looking for a skilled Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 3-5 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivable function. Develop and implement strategies to improve cash flow and reduce bad debts. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze financial data to identify trends and areas for improvement. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of all transactions. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry.

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2.0 - 7.0 years

1 - 3 Lacs

Kumbakonam, Nagapattinam

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We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in managing receivables and handling customer queries. Roles and Responsibility Manage and oversee the daily operations of the branch's receivable functions. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Build strong relationships with customers to resolve their queries and concerns. Collaborate with internal teams to ensure seamless communication and coordination. Analyze and report on receivable performance metrics to senior management. Identify and mitigate risks associated with receivable management. Job Requirements Strong knowledge of BFSI regulations and compliance requirements. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing customer complaints and resolving issues professionally. Competitive salary and benefits will be offered to the right candidate.

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0.0 - 3.0 years

1 - 3 Lacs

Kumbakonam

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We are looking for a highly motivated and detail-oriented Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate should have 0-3 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce outstanding amounts. Collaborate with the collections team to identify and resolve issues related to overdue accounts. Analyze financial data to provide insights on trends and areas for improvement in the bank's receivables. Maintain accurate records and reports of all transactions, including receipts, payments, and account balances. Ensure compliance with regulatory requirements and internal policies related to receivables management. Job Requirements Strong understanding of financial concepts, including accounting principles and credit risk assessment. Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues. Proficiency in MS Office applications, particularly Excel, and familiarity with banking software systems. Ability to analyze financial data and provide actionable recommendations. Strong problem-solving skills, with the ability to think critically and creatively. Commitment to delivering high-quality customer service and maintaining a positive attitude towards clients.

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1.0 - 5.0 years

1 - 3 Lacs

Pattukkottai, Kumbakonam, Thanjavur

Work from Office

We are looking for a highly skilled and experienced Branch Receivable 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 expertise in managing receivables and collections. Roles and Responsibility Manage and oversee the daily operations of the branch's receivable functions. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes. Analyze and report on receivable performance metrics to senior management. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Experience working in a similar role within the BFSI industry is preferred.

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1.0 - 6.0 years

3 - 7 Lacs

Perambalur, Kumbakonam

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 to 6 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from existing clients. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is an added advantage.

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0.0 - 3.0 years

3 - 7 Lacs

Kumbakonam, Nagapattinam

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 0-3 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing customers to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess customer needs and provide personalized solutions. Develop and implement strategies to increase sales and revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Maintain accurate records of customer interactions and transactions. Job Requirements Any graduate or postgraduate degree from a recognized university. Strong knowledge of micro mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills.

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2.0 - 4.0 years

2 - 4 Lacs

Kumbakonam, Mannargudi, Thiruvaiyaru

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 2-4 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.

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2.0 - 4.0 years

2 - 7 Lacs

Pattukkottai, Kumbakonam, Thanjavur

Work from Office

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-4 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes related to loan recoveries. Analyze financial data to identify trends and areas for improvement in the bank's receivables portfolio. Ensure compliance with regulatory requirements and internal policies regarding loan recovery practices. Maintain accurate records and reports on receivables management, including aging analysis and credit risk assessments. Job Requirements Strong knowledge of banking regulations and laws governing loan recoveries and collections. Excellent communication and interpersonal skills to build strong relationships with customers and internal stakeholders. Ability to analyze financial data and provide insights to inform business decisions. Proficiency in MS Office and other software applications relevant to accounting and finance. Experience working in a fast-paced environment with multiple priorities and deadlines. Strong problem-solving skills to resolve complex issues related to loan recoveries and customer disputes.

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3.0 - 8.0 years

7 - 11 Lacs

Perambalur, Kumbakonam, Musiri

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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 3-8 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 customer satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Minimum 3 years of experience in the BFSI industry, preferably in Merchant OD. Strong knowledge of the BFSI sector and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is an advantage. Location - Kumbakonam,Musiri,Perambalur,Thuraiyur

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3.0 - 6.0 years

2 - 7 Lacs

Kumbakonam

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We are looking for a highly skilled and experienced Legal Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 3-6 years of experience in the BFSI industry. Roles and Responsibility Provide legal advice and support on various matters, including contracts and agreements. Draft, review, and negotiate legal documents such as contracts, agreements, and policies. Conduct legal research and analysis to ensure compliance with regulatory requirements. Collaborate with internal stakeholders to provide legal guidance and support. Develop and implement legal strategies to mitigate risks and protect the company's interests. Ensure all legal activities comply with relevant laws and regulations. Job Requirements Strong knowledge of legal principles, practices, and procedures. Excellent analytical, communication, and problem-solving skills. Ability to work independently and as part of a team. Strong attention to detail and organizational skills. Familiarity with legal software and systems is an advantage. Relevant experience in the BFSI industry is preferred.

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2.0 - 4.0 years

1 - 3 Lacs

Kumbakonam, Nagapattinam, Thiruvarur

Work from Office

We are looking for a highly skilled and experienced Branch Receivable 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. Roles and Responsibility Manage and oversee the daily operations of the branch receivables function. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal stakeholders to resolve customer complaints and issues. Analyze and report on key performance indicators related to receivables management. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions. Job Requirements Strong knowledge of financial regulations and laws governing the BFSI sector. Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues. Proficient in MS Office and other software applications relevant to finance and accounting. Ability to analyze data and provide insights to inform business decisions. Strong problem-solving skills, with the ability to think critically and creatively. Experience working in a fast-paced environment, prioritizing multiple tasks and deadlines.

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5.0 - 7.0 years

1 - 5 Lacs

Kumbakonam

Work from Office

We are looking for a skilled professional with 5-7 years of experience to join our team as an Area Operations Manager in Equitas Small Finance Bank Ltd, located in the BFSI industry. Roles and Responsibility Manage and oversee daily operations of the bank's branches. Develop and implement strategies to improve operational efficiency and customer satisfaction. Supervise and guide branch staff to ensure excellent service delivery. Monitor and control expenses to maintain cost-effectiveness. Foster strong relationships with customers and stakeholders to promote business growth. Identify and mitigate risks to ensure compliance with regulatory requirements. Job Requirements Strong understanding of banking operations and regulations. Excellent leadership and management skills. Ability to analyze data and make informed decisions. Effective communication and interpersonal skills. Strong problem-solving and conflict resolution abilities. Experience in managing teams and driving results-oriented performance.

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2.0 - 7.0 years

3 - 7 Lacs

Kumbakonam, Nagapattinam, Thiruvarur

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 2-7 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 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 strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

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0.0 - 3.0 years

1 - 3 Lacs

Kumbakonam, Thiruvarur

Work from Office

We are looking for a highly motivated and detail-oriented Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate should have 0-3 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce outstanding amounts. Collaborate with the collections team to identify and address potential issues before they become major problems. Analyze financial data to provide insights on trends and areas for improvement in the bank's receivables. Maintain accurate records and reports of all transactions related to receivables. Ensure compliance with regulatory requirements and internal policies regarding receivables management. Job Requirements Strong understanding of financial concepts, including accounting principles and credit risk assessment. Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams. Proficiency in MS Office applications, particularly Excel, and familiarity with banking software systems. Ability to analyze complex financial data and provide actionable recommendations. Strong problem-solving skills, with the ability to think critically and creatively. Commitment to delivering high-quality results and exceeding customer expectations.

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5.0 - 7.0 years

2 - 6 Lacs

Perambalur, Thottiyam, Kumbakonam

Work from Office

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd, with 5 years of experience in the BFSI industry. The ideal candidate will have a strong background in micro mortgages and excellent relationship management skills. Roles and Responsibility Manage relationships with existing clients to ensure timely repayment of loans. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Minimum 5 years of experience in the BFSI industry, preferably in micro mortgages. Strong knowledge of financial products and services related to micro mortgages. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Proficiency in using technology and software applications relevant to micro mortgages. Location- Kumbakonam,Thottiyam,Perambalur,Thuraiyur

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2.0 - 4.0 years

3 - 7 Lacs

Kumbakonam, Nagapattinam

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 2-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue and market share. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is an added advantage.

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0.0 - 3.0 years

3 - 7 Lacs

Pattukkottai, Kumbakonam, Thanjavur

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Looking to onboard a highly motivated and experienced Relationship Manager - MF to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-3 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide expert advice on mutual fund investments. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Strong knowledge of mutual funds, investments, and financial planning principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in using technology-based tools for client engagement and relationship management. Strong analytical and problem-solving skills with attention to detail. Ability to build trust and rapport with clients from diverse backgrounds.

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0.0 - 3.0 years

2 - 4 Lacs

Kumbakonam, Nagapattinam, Thiruvarur

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 0-3 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 solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and analyze trends to stay updated on competitor activity and industry developments. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Meet or exceed monthly and quarterly sales targets set by the organization. Job Requirements Strong knowledge of Mutual Funds products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in using technology and software applications. Strong analytical and problem-solving skills. Ability to build and maintain strong relationships with clients and colleagues.

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0.0 - 3.0 years

2 - 4 Lacs

Kumbakonam, Nagapattinam, Thiruvarur

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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 0-3 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 new business opportunities. Provide excellent customer service to build trust and loyalty. Identify and mitigate potential risks to ensure compliance with regulatory requirements. 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 customers from diverse backgrounds. Familiarity with financial products and services is an added advantage.

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0.0 - 4.0 years

15 - 22 Lacs

Madurai, Nagercoil, Kumbakonam

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MD Dermatology or Diploma in Dermatology Venerology & Leprosy Administering treatments, monitoring outcomes and recommending changes in treatment plans when necessary for Hair & Skin.Must have IMC registration based on the state wise

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1.0 - 31.0 years

0 - 0 Lacs

Kumbakonam

Remote

Analyse customer requirements and develop customised solutions. Identify key stakeholders within client organisations to cultivate profitable relationships. Assist in generating new business opportunities. Explore avenues for greater profits through digital lending products. Needs to do Partner Onboarding , Support Partners in customer onboarding , Co-Ordinate with HO for issue resolution , Self Tgt for Customer Onboarding also to be met.Resolve customer complaints promptly and effectively. Collaborate with the sales team to identify upselling and cross-selling opportunities. Promote high-quality sales, supply, and customer service processes. Stay informed about competitors’ offerings and market trends. Should be willing to travel within city every day and outskirts too as per business requirement ) - This is a complete field job- should not have any issues with it. Targets and Incentive structures will be decided and provided by DLA team

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7.0 - 12.0 years

9 - 14 Lacs

Kumbakonam

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Tata AIA Life Insurance Company Ltd. is looking for Branch Manager - Agency Sales to join our dynamic team and embark on a rewarding career journey. Branch Management : Senior Branch Managers are responsible for the overall management and operations of one or more branches. This includes setting and achieving sales targets, ensuring efficient branch operations, and maintaining a high level of customer service. Recruitment and Training : They are often tasked with recruiting, selecting, and onboarding new insurance agents or advisors. This includes identifying potential candidates, conducting interviews, and providing training and development programs to ensure that agents are well-equipped to sell insurance products effectively. Sales Strategy : Developing and implementing sales strategies and plans to meet and exceed sales targets. This may involve analyzing market trends, identifying opportunities, and setting realistic sales goals for the branch. Performance Monitoring : Tracking the performance of individual agents and the branch as a whole. This includes monitoring sales numbers, conversion rates, and other key performance indicators (KPIs). Agent Development : Providing ongoing coaching, mentoring, and support to agents to help them improve their sales skills, product knowledge, and overall performance. Compliance and Regulations : Ensuring that all activities within the branch comply with industry regulations and company policies. This includes staying up-to-date with insurance laws and regulations. Customer Relationship Management : Building and maintaining strong relationships with clients and ensuring that their insurance needs are met. This may involve addressing customer inquiries and resolving issues. Budget Management : Managing the branch's budget, including expenses and revenue targets. Senior Branch Managers are responsible for ensuring that the branch operates within its allocated budget. Marketing and Promotion : Developing and implementing marketing and promotional campaigns to generate leads and attract new clients. This may involve coordinating marketing efforts with the marketing department.

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