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0.0 years
0 Lacs
Manapparai, Tamil Nadu,
On-site
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for an Accounting Student at Lakshmi Associates in Manapparai. The Accounting Student will assist with daily accounting tasks, including the preparation and analysis of financial statements. Responsibilities include maintaining financial records, conducting financial research, and supporting various accounting projects. The Accounting Student will also be expected to communicate effectively with team members and stakeholders. Qualifications Possess strong Analytical Skills and ability to interpret data Experience in preparing and analyzing Financial Statements Understanding of basic Finance principles and concepts Good Communication skills for effective teamwork and stakeholder interaction Knowledge of Accounting practices and principles Enrolled in a Bachelor&aposs degree program in Accounting, Finance, or related field Proficiency with accounting software and Microsoft Excel is a plus Detail-oriented and able to work independently Show more Show less
Posted 2 days ago
0 years
0 Lacs
Manapparai, Tamil Nadu, India
On-site
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for an Accounting Student at Lakshmi Associates in Manapparai. The Accounting Student will assist with daily accounting tasks, including the preparation and analysis of financial statements. Responsibilities include maintaining financial records, conducting financial research, and supporting various accounting projects. The Accounting Student will also be expected to communicate effectively with team members and stakeholders. Qualifications Possess strong Analytical Skills and ability to interpret data Experience in preparing and analyzing Financial Statements Understanding of basic Finance principles and concepts Good Communication skills for effective teamwork and stakeholder interaction Knowledge of Accounting practices and principles Enrolled in a Bachelor's degree program in Accounting, Finance, or related field Proficiency with accounting software and Microsoft Excel is a plus Detail-oriented and able to work independently
Posted 3 days ago
1.0 - 2.0 years
0 Lacs
Manapparai, Tamil Nadu, India
On-site
Sales Officer Gold Loan is a customer-facing professional whose primary responsibility is to source Gold Loan Customers from Open Market through marketing activities, cold calls & references. Also, they need to work closely with the branches and convert the branch leads for Gold Loan business. Key Accountabilities: Marketing activities in open market on daily basis for leads generation. Branch leads follow up and conversion. Conversion of leads to logins. Achieving assigned monthly productivity Sourcing quality portfolio Job Duties & Responsibilities: Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis. Area mapping of the assigned area for identifying the potential of the area. Activity based lead creation for acquisition of NTB customers. Log daily leads in the lead management system Meet minimum 10 new customers daily and record DSR (Daily Sale Report) both digitally & physically. Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff. Properly educate customers about scheme details / interest servicing / renewals. Maintain diary & always keep your appointed time & dates promptly. Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals. Age, Educational & Experience Requirements: Age :- 22 to 35 Yrs Educational Qualification :- Graduate Relevant Experience:- Minimum 1 to 2 Years of Gold Loan / Sales Experience Core Competencies & Skills Sales Skills, Effective Communication, Relationship Management, Domain Expertise. Sales & Lead Generation Activities, Client Meetings. Closely work with Branch Team. Objection handling, Product knowledge. CTC Range Upto 3.18 Lacs PA No. of Openings :- 2
Posted 1 week ago
2.0 - 7.0 years
2 - 5 Lacs
Madurai, Dindigul, Manapparai
Work from Office
We are looking for a highly skilled and experienced Assistant Branch Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in managing teams and driving business growth. Roles and Responsibility Manage and supervise a team of branch staff to achieve business objectives. Develop and implement strategies to drive sales and revenue growth. Build and maintain relationships with key stakeholders, including customers and partners. Analyze market trends and competitor activity to identify opportunities and threats. Ensure compliance with regulatory requirements and internal policies. Collaborate with other departments to achieve organizational goals. Job Requirements Minimum 2 years of experience in a leadership role within the BFSI industry. Strong knowledge of MLAP products and services. Excellent communication, leadership, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills. Experience working with cross-functional teams to achieve business objectives. Location: Madurai,Manapparai,Dindigul,Ponnamaravathi
Posted 1 week ago
1.0 - 6.0 years
1 - 3 Lacs
Madurai, Manapparai, Melur
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 1-15 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. Provide excellent customer service and support to clients. 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 in managing and leading a team of professionals.
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Madurai, Karaikkudi, Manapparai
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 2-7 years of experience in the BFSI industry, preferably in a relationship management role. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow 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 promptly 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 Strong knowledge of MLAP products and services. 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 preferred. Ability to build and maintain strong client relationships. Location - Madurai,Manapparai,Karaikkudi,Sivaganga
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Madurai, Manapparai, Tiruchirapalli
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 14 years of experience in the BFSI industry, specifically in Micro Finance, Receivables, and Relationship Management. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Develop and implement strategies to increase 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 a strong understanding of client needs and preferences. Job Requirements Proven experience in relationship management, preferably in micro finance or collections. Strong knowledge of financial products and services, including mutual funds and receivables. 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 analyze data and identify trends. Experience working with cross-functional teams, including operations and compliance.
Posted 2 weeks ago
5.0 - 6.0 years
3 - 3 Lacs
Pudukkottai, Manapparai, Tiruchirapalli
Work from Office
Roles and Responsibilities Manage purchase operations, including procurement planning, price negotiation, and vendor selection. Oversee purchase management processes to ensure timely delivery of materials and services. Develop and implement effective purchase plans to meet business objectives. Collaborate with cross-functional teams to identify opportunities for cost savings and process improvements. Ensure compliance with company policies, regulatory requirements, and industry standards. Desired Candidate Profile 5-6 years of experience in Purchase Operations or related field (Mechanical Engineering background preferred). Strong understanding of Purchase Management, Purchase Planning, Price Negotiation, and Purchase Process skills. Ability to analyze data to inform purchasing decisions and optimize costs. Excellent communication and interpersonal skills for effective collaboration with stakeholders.
Posted 3 weeks ago
4.0 - 7.0 years
2 - 4 Lacs
Madurai, Karaikkudi, Manapparai
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 7 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 concerns. 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
3 - 6 Lacs
Madurai, Manapparai, Tiruchirapalli
Work from Office
Looking for a skilled 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 grow 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 resolve client queries promptly. 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 Minimum 1 year of experience in the BFSI industry, preferably in MLAP. Strong knowledge of financial products and services, including loans and investments. Excellent communication and interpersonal skills are required 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 preferred.
Posted 3 weeks ago
5.0 - 7.0 years
7 - 12 Lacs
Ambattur, Manapparai
Work from Office
Roles and Responsibilities Coordinate with cross-functional teams to ensure smooth project execution. Prepare detailed engineering drawings using AutoCAD software. Develop and maintain accurate records of projects, including progress reports and documentation. Collaborate with vendors to procure materials and equipment necessary for project completion. Ensure compliance with quality standards and safety protocols throughout the project lifecycle. Desired Candidate Profile 5-7 years of experience in mechanical engineering or related field (BE Mechanical). Strong understanding of industrialization processes and manufacturing techniques.
Posted 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
Manapparai, Namakkal, Tirunelveli
Work from Office
Recruit and manage BMs & PFAs Drive team performance to meet targets Ensure training and development Follow up on HO leads Maintain customer retention and resolve issues Minimum 2 years of experience in Agency channel. Qualifications: Graduate
Posted 4 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Madurai, Karaikkudi, Manapparai
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 6 years of experience in the BFSI industry, preferably with microfinance or mutual funds. 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 customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Provide exceptional customer service and resolve client queries promptly and professionally. 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 Minimum 1 year of experience in relationship management, preferably in microfinance or mutual funds. Strong knowledge of financial products and services, including mutual funds and microfinance. 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 cross-functional teams to achieve organizational goals. Location - Madurai,Manapparai,Karaikkudi,Sivaganga
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
Madurai, Karaikkudi, Manapparai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. 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. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and resolve client queries promptly. Stay updated on market trends and competitor activity to stay ahead in the market. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 2 years of experience in relationship management, preferably in microfinance or mutual funds. Strong knowledge of financial products and services, including mutual funds and microfinance. 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 cross-functional teams to achieve organizational goals.
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
Madurai, Manapparai, Melur
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 branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong knowledge of BFSI industry trends and regulations. Experience in managing and analyzing large datasets. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Proficiency in Microsoft Office and other software applications. For more information, please contact us at 1382622.
Posted 1 month ago
2.0 - 6.0 years
1 - 5 Lacs
Madurai, Manapparai, Melur
Work from Office
We are looking for a highly skilled and experienced Area Receivables Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the receivable portfolio for the assigned area, ensuring timely recovery of outstanding amounts. Develop and implement effective strategies to improve collection efficiency and reduce delinquencies. Collaborate with cross-functional teams to identify and mitigate potential risks associated with loan disbursement. Analyze and report on key performance indicators (KPIs) related to receivables management, providing insights for business decisions. Ensure compliance with regulatory requirements and internal policies governing receivables management. Lead and motivate a team of professionals responsible for managing receivables operations, fostering a culture of excellence and continuous improvement. Job Requirements Strong knowledge of Micro Finance products and services, including loans, deposits, and other financial instruments. Proven experience in managing large portfolios of receivables, preferably in the BFSI industry. Excellent analytical and problem-solving skills, with the ability to interpret complex data sets and make informed decisions. Effective communication and interpersonal skills, enabling strong collaboration with diverse stakeholders. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong leadership and team management skills, with experience in supervising and developing high-performing teams.
Posted 1 month ago
2.0 - 3.0 years
3 - 5 Lacs
Manapparai
Work from Office
Roles and Responsibilities Manage inventory levels by monitoring stocks, ordering supplies, and maintaining storage areas. Coordinate with suppliers to ensure timely delivery of goods and resolve any issues that may arise. Conduct regular store audits to identify discrepancies and implement corrective actions. Maintain accurate records of purchases, inventory management, and vendor relationships. Ensure compliance with company policies regarding procurement procedures.
Posted 1 month ago
0 years
0 Lacs
Manapparai, Tamil Nadu, India
On-site
Job Title: English Language Teacher - Delhi Public School - Kumaravadi Job Overview: We are hiring an experienced English Language Teacher to develop students reading writing grammar and communication skills in Kumaravadi. Key Responsibilities Teach English language and literature to assigned grades. Develop creative writing and spoken skills. Conduct debates essay writing and other language activities. Qualifications Graduate/Postgraduate in English + B.Ed. Prior CBSE Teaching Experience Preferred. Excellent fluency and command over the language. Show more Show less
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
Madurai, Manapparai, Tiruchirapalli
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 to 7 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 grow 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 promptly 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 Minimum 2 years of experience in relationship management, preferably in the BFSI industry. Strong knowledge of MLAP products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Any graduate degree from a recognized university.
Posted 1 month ago
6.0 - 11.0 years
6 - 10 Lacs
Madurai, Manapparai, Melur
Work from Office
We are looking for a skilled professional with 6 to 11 years of experience to join our team as an Area Receivable Manager - MF in Equitas Small Finance Bank Ltd, located in the BFSI industry. Roles and Responsibility Manage and oversee the receivables process for efficient and timely recovery of outstanding amounts. Develop and implement strategies to minimize bad debt and improve cash flow. Collaborate with cross-functional teams to resolve customer complaints and disputes. Analyze financial data to identify trends and areas for improvement in the receivables process. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of professionals to achieve business objectives. 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. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of professionals.
Posted 1 month ago
2.0 - 7.0 years
1 - 3 Lacs
Madurai, Manapparai, Tiruchirapalli
Work from Office
We are looking for a highly skilled and experienced Credit Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, with expertise in credit analysis and risk management. Roles and Responsibility Conduct thorough credit analyses to assess customer creditworthiness. Develop and implement effective credit policies and procedures to minimize risk. Collaborate with cross-functional teams to ensure seamless credit processing. Monitor and manage credit portfolios to optimize performance and profitability. Provide exceptional customer service and support to resolve credit-related queries. Stay updated with industry trends and regulatory changes to enhance credit operations. Job Requirements Strong understanding of credit principles, practices, and regulations. Excellent analytical, communication, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in credit software and systems is required. Strong attention to detail and organizational skills are essential. Experience in the BFSI industry, preferably in a similar role, is preferred.
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
Perambalur, Pollachi, Manapparai
Work from Office
We are looking for a motivated and experienced Sales Manager with expertise in Personal Loan sales through the Direct Sales Team (DST) model in Manappari, Trichy, Pollachi & Perambalur location Role & responsibilities 1. Sales & Target Achievement: Achieve monthly and quarterly disbursal targets for Personal Loans . Drive productivity of the DST team and ensure consistent performance. Monitor lead funnel, sales conversion, and quality of sourcing. 2. Team Management: Recruit, train, and manage a team of DST executives . Set daily/weekly targets and track performance through reviews and field visits. Coach and mentor the team on product knowledge, selling skills, and compliance. 3. Market Development: Identify and tap new customer segments, corporates, and cross-sell opportunities. Conduct local marketing, promotional activities, and customer engagement drives. 4. Operational Coordination: Liaise with credit, operations, and backend teams to ensure timely file processing and disbursals. Ensure all applications meet internal credit and documentation norms. 5. Compliance & Risk: Ensure adherence to regulatory guidelines , KYC norms , and internal compliance policies. Maintain portfolio quality with minimal delinquency and high customer satisfaction. Preferred candidate profile In-depth understanding of Personal Loan products and policies . Proven success in DST channel management . Strong leadership, communication, and team-building skills. Ability to handle pressure and work in a target-driven environment. Familiarity with lending systems, CRM tools, and MIS reporting. Qualifications & Experience: Education: Graduate (MBA/PG in Sales or Finance preferred). Experience: 2 to 6 years in Personal Loan sales with minimum 2 years in DST channel handling . Preferred Background: Banks, NBFCs, FinTechs in unsecured loan divisions. CTC: Competitive + Incentives + Allowances (based on experience and location) Interested candidate can hit your resume @ yuvaraja.k@smfgindia.com
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Madurai, Manapparai, Tiruchirapalli
Work from Office
Looking to onboard a skilled Relationship Manager with 1 to 6 years of experience to lead our Mutual Funds Collections team in the BFSI sector. The ideal candidate will have a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and implement effective strategies for mutual funds collections. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and drive revenue growth. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the industry. Provide exceptional customer service and support to clients. Job Requirements Minimum 1 year of experience in relationship management or a related field. Strong knowledge of the BFSI sector, particularly 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 Equitas Small Finance Bank Ltd is an added advantage.
Posted 2 months ago
3.0 - 8.0 years
1 - 5 Lacs
Madurai, Manapparai, Melur
Work from Office
We are looking for a highly skilled and experienced Branch Receivable 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, 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 cross-functional teams to resolve customer complaints and issues. Analyze and report on key performance indicators (KPIs) related to receivables and collections. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of receivable staff to achieve departmental goals. 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. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of professionals.
Posted 2 months ago
0.0 - 4.0 years
2 - 4 Lacs
Madurai, Dindigul, Manapparai
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 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 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. Proficiency in using technology-based tools to manage client portfolios and communicate effectively. Ability to work in a fast-paced environment while meeting sales targets and deadlines.
Posted 2 months ago
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