Get alerts for new jobs matching your selected skills, preferred locations, and experience range. Manage Job Alerts
1.0 - 6.0 years
2 - 4 Lacs
Pattukkottai, Kumbakonam, Thanjavur
Work from Office
Looking to onboard a skilled Relationship Manager with 1 to 6 years of experience to join our team in the BFSI industry. The ideal candidate will have a strong background in managing mutual fund relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the client base through effective relationship management. Provide exceptional customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to develop and implement strategies for business growth. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong understanding of the company's products and services. Job Requirements Proven experience in relationship management, preferably in the BFSI industry. Strong knowledge of mutual funds and financial products. 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 to analyze market trends. Experience working with cross-functional teams to drive business growth.
Posted 3 weeks ago
4.0 - 9.0 years
2 - 4 Lacs
Perambalur, Kumbakonam, Manachanallur
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 4 to 9 years of experience in the BFSI industry, with a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and maintain strong client relationships to increase sales and revenue. Identify new business opportunities and expand existing customer relationships. Collaborate with internal teams to deliver exceptional customer service and support. Analyze market trends and competitor activity to stay ahead in the industry. Provide expert advice and guidance on financial products and services. Achieve sales targets and contribute to the overall growth of the organization. Job Requirements Proven experience in relationship management and business development. Strong knowledge of financial products and services, including MLAP. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working in the BFSI industry is preferred. Location - Kumbakonam,Manachanallur,Perambalur,Thuraiyur
Posted 3 weeks ago
4.0 - 9.0 years
2 - 4 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. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong 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. Strong problem-solving skills to resolve client queries and issues effectively. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools and platforms for managing client portfolios.
Posted 3 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Kumbakonam
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 1 to 4 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to improve client satisfaction and retention. 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 the BFSI industry, particularly in Mutual Funds Collections. 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 and building strong relationships. Familiarity with financial products and services, including mutual funds and investments.
Posted 3 weeks ago
4.0 - 7.0 years
1 - 3 Lacs
Kumbakonam, Thanjavur
Work from Office
We are looking for a skilled Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 4-7 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 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 branch receivables 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 relevant software applications. Strong analytical and problem-solving skills. Experience working in a similar role within the BFSI industry is preferred.
Posted 3 weeks ago
2.0 - 3.0 years
2 - 6 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. The ideal candidate will have 2-3 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. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales and revenue growth. 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 in a fast-paced environment and meet sales targets. Proficient in using technology and software applications. Strong analytical and problem-solving skills. Ability to build and maintain strong relationships with clients and colleagues.
Posted 3 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Kumbakonam
Work from Office
We are looking for a highly motivated and experienced Business Development Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, with a strong background in business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing and developing business relationships. Familiarity with financial products and services is an added advantage.
Posted 3 weeks ago
3.0 - 4.0 years
4 - 8 Lacs
Kumbakonam
Work from Office
We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank, responsible for managing retail mortgages and driving business growth. The ideal candidate will have 3-4 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of mortgage products and services. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competitive mortgage landscape. Achieve sales targets and contribute to the overall growth of the bank's retail mortgage portfolio. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in retail mortgages. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication, interpersonal, and negotiation skills. 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 CRM software and other relevant tools.
Posted 3 weeks ago
3.0 - 7.0 years
5 - 9 Lacs
Kumbakonam
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-0 years of experience in the BFSI industry, with a strong 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 client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of Mutual Funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex data sets and make informed decisions. Proficiency in using technology-based tools and platforms to manage client portfolios effectively. Strong attention to detail to ensure accuracy and quality of work delivered to clients.
Posted 3 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Perambalur, Ariyalur, Kumbakonam
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 1-4 years of experience in the BFSI industry, preferably with a background in MLAP. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in MLAP. Strong understanding of financial products and services, including loans and investments. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with small finance banks or similar institutions is an advantage.
Posted 3 weeks ago
3.0 - 6.0 years
2 - 5 Lacs
Kumbakonam, Nagapattinam
Work from Office
We are looking for a skilled professional with 3 to 6 years of experience to join our team as an Assistant Branch Manager - MF in Equitas Small Finance Bank. The ideal candidate will have a strong background in the BFSI industry and excellent leadership skills. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Lead and motivate a team of professionals to achieve business objectives. Foster strong relationships with customers, colleagues, and stakeholders. Analyze market trends and competitor activity to identify growth opportunities. Ensure compliance with regulatory requirements and internal policies. Job Requirements Proven experience in a similar role within the BFSI industry. Strong knowledge of financial products and services, particularly mutual funds. Excellent communication, leadership, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills with attention to detail. Experience in managing teams and driving business results.
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Kumbakonam
Work from Office
We are looking for a skilled Relationship Manager with 2 to 6 years of experience to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and maintain strong client relationships to increase business opportunities. Identify new business prospects and expand existing customer relationships. Collaborate with internal teams to provide excellent customer service and support. Analyze market trends and competitor activity to stay ahead in the industry. Meet or exceed monthly sales targets and performance goals. Provide exceptional customer service and resolve customer complaints promptly. Job Requirements Minimum 2 years of experience in relationship management, preferably in the BFSI industry. Strong understanding of financial products and services, including MLAP. 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 and building strong relationships with clients.
Posted 3 weeks ago
1.0 - 6.0 years
2 - 6 Lacs
Perambalur, Kumbakonam, Thuraiyur
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 1-6 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. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales and revenue growth. 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 in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications. Strong analytical and problem-solving skills. Ability to build and maintain strong relationships with clients and colleagues.
Posted 3 weeks ago
7.0 - 12.0 years
1 - 5 Lacs
Kumbakonam, Thanjavur
Work from Office
We are looking for a skilled professional with 7 to 15 years of experience to join our team as an Area Receivable Manager - MF in Equitas Small Finance Bank, located in the BFSI industry. Roles and Responsibility Manage and oversee the receivables process in the designated area. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on key performance indicators related to receivables management. Identify and mitigate risks associated with the receivables process. Ensure compliance with regulatory requirements and internal policies. Job Requirements Minimum 7 years of experience in a similar role within the BFSI industry. Strong knowledge of financial products and services, particularly mutual funds. 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 teams and managing multiple stakeholders.
Posted 3 weeks ago
1.0 - 6.0 years
1 - 3 Lacs
Kumbakonam, Mannargudi, Thiruvaiyaru
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-7 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 cash flow and reduce outstanding amounts. Collaborate with the collections team to resolve customer issues and enhance overall customer satisfaction. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Maintain accurate records and reports on receivables, including aging analysis and credit risk assessments. Ensure compliance with regulatory requirements and internal policies related to receivables management. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and decision-making skills with attention to detail. Experience working with teams to achieve business objectives and goals.
Posted 3 weeks ago
3.0 - 4.0 years
2 - 6 Lacs
Kumbakonam, Thiruvarur
Work from Office
We are looking for a highly skilled and experienced Legal Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee legal receivables, ensuring timely recovery of outstanding amounts. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with internal stakeholders to resolve disputes and negotiate payment plans. Analyze financial data to identify trends and areas for improvement in the legal receivable process. Ensure compliance with regulatory requirements and industry standards. Maintain accurate records and reports of legal receivables, including aging analysis and credit risk assessments. Job Requirements Strong knowledge of legal principles and practices related to debt collection and recovery. Excellent communication and negotiation skills, with the ability to work effectively with cross-functional teams. Proficient in financial analysis and problem-solving, with strong attention to detail and organizational skills. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Familiarity with banking regulations and industry standards, particularly those related to small finance banks. Strong analytical and reporting skills, with the ability to prepare clear and concise reports on legal receivables and associated metrics.
Posted 3 weeks ago
4.0 - 6.0 years
2 - 5 Lacs
Perambalur, Kumbakonam, Thuraiyur
Work from Office
We are looking for a skilled professional with 4 to 8 years of experience to join our team as an Assistant Branch Manager - MF in the BFSI industry. The ideal candidate will have a strong background in finance and management, with excellent leadership skills. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient workflow and high customer satisfaction. Develop and implement strategies to boost sales and revenue growth. Lead and motivate a team of professionals, providing guidance and support. Build and maintain relationships with key stakeholders, including customers, colleagues, and external partners. Analyze market trends and competitor activity to identify opportunities and threats. Ensure compliance with regulatory requirements and internal policies. Job Requirements Minimum 4 years of experience in a similar role within the BFSI industry. Strong knowledge of financial products and services, particularly mutual funds. Excellent communication, interpersonal, and leadership skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience in managing teams and driving business results through effective leadership.
Posted 3 weeks ago
4.0 - 9.0 years
6 - 12 Lacs
Kumbakonam, Thanjavur
Work from Office
We are looking for a skilled Branch Manager to lead our Mutual Funds team in the BFSI industry. The ideal candidate will have 4-10 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient service delivery. Develop and implement strategies to boost mutual fund sales and customer acquisition. Lead and motivate a team of professionals to achieve business objectives. Build and maintain strong relationships with customers, providing excellent customer service. Analyze market trends and competitor activity to identify growth opportunities. Ensure compliance with regulatory requirements and company policies. Job Requirements Proven experience in managing teams and driving business growth. Strong knowledge of mutual funds products and services. Excellent leadership, communication, and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience in the BFSI industry is preferred.
Posted 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
Perambalur, Kumbakonam, Manachanallur
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 4 to 9 years of experience in the BFSI industry, with a strong 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 Proven experience as a Relationship Manager in the BFSI industry, preferably in Mutual Funds. Strong knowledge of financial products, including Mutual Funds, and their applications. 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 and accuracy. Proficiency in using technology-based tools and platforms for managing client relationships. Location - Kumbakonam , Manachanallur , Perambalur , Thuraiyur
Posted 3 weeks ago
1.0 - 6.0 years
3 - 8 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. The ideal candidate will have 1-7 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. 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. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is desirable.
Posted 3 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Kumbakonam, Mannargudi, Thiruvarur
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 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. Proficiency in using technology and software applications. Strong analytical and problem-solving skills. Ability to meet sales targets and achieve performance goals.
Posted 3 weeks ago
7.0 - 10.0 years
9 - 12 Lacs
Kumbakonam, Nagapattinam
Work from Office
We are looking for a highly skilled and experienced Branch Manager to lead our retail team in the BFSI sector. The ideal candidate will have 7-10 years of experience in managing teams and driving business growth. Roles and Responsibility Manage and supervise a team of sales professionals to achieve business objectives. Develop and implement strategies to increase customer acquisition and retention. Build and maintain relationships with key stakeholders, including customers, colleagues, and management. Analyze market trends and competitor activity to identify opportunities for growth. Monitor and control expenses to ensure profitability and efficiency. Coach and train team members to enhance their skills and performance. Job Requirements Strong leadership and management skills with the ability to motivate and inspire teams. Excellent communication and interpersonal skills to build strong relationships. Proven track record of achieving business targets and driving growth. Ability to analyze data and make informed decisions to drive business outcomes. Strong problem-solving and decision-making skills to resolve complex issues. Experience in the BFSI sector, preferably in a similar role as a Branch Manager.
Posted 3 weeks ago
1.0 - 4.0 years
3 - 6 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. The ideal candidate will have 1-4 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 sector, preferably in mutual funds. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex 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.
Posted 3 weeks ago
4.0 - 9.0 years
2 - 4 Lacs
Pattukkottai, Kumbakonam, Thanjavur
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 4 to 9 years of experience in the BFSI industry, with a strong 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. Strong problem-solving and time management skills to meet deadlines and prioritize tasks effectively. Proficiency in using technology-based tools and platforms for managing client portfolios. Experience working in a fast-paced environment with multiple priorities and deadlines.
Posted 3 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Kumbakonam, Thiruvarur
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 1-4 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, risks, and benefits. Excellent communication and interpersonal skills to build strong relationships with clients. 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.
Posted 3 weeks ago
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Accenture
32455 Jobs | Dublin
Wipro
16590 Jobs | Bengaluru
EY
11025 Jobs | London
Accenture in India
10991 Jobs | Dublin 2
Amazon
8878 Jobs | Seattle,WA
Uplers
8715 Jobs | Ahmedabad
IBM
8204 Jobs | Armonk
Oracle
7750 Jobs | Redwood City
Capgemini
6181 Jobs | Paris,France
Muthoot FinCorp (MFL)
6170 Jobs | New Delhi