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0.0 - 4.0 years

1 - 3 Lacs

Chennai

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We are looking for a highly motivated and customer-focused individual with 0 to 4 years of experience to join our team as a Customer Service Officer - MF in Equitas Small Finance Bank. The ideal candidate will have excellent communication skills and the ability to provide top-notch service to our customers. Roles and Responsibility Handle customer inquiries and resolve issues professionally and courteously. Provide product information and solutions to meet customer needs. Build strong relationships with customers to ensure long-term satisfaction. Collaborate with internal teams to resolve complex customer complaints. Maintain accurate records of customer interactions and transactions. Continuously update knowledge of products and services to provide expert advice. Job Requirements Any graduate degree from a recognized university. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. Strong problem-solving skills and attention to detail. Familiarity with financial products and services, particularly mutual funds. Ability to build rapport with customers and internal stakeholders. Reference number: 1428130.

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1.0 - 6.0 years

1 - 2 Lacs

Miryalaguda, Hyderabad

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We are looking for a highly skilled and experienced Branch Relationship Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-7 years of experience in the BFSI industry, preferably with a background in sales or customer service. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and generate leads through effective sales strategies. Collaborate with internal teams to resolve customer complaints and issues promptly. Provide excellent customer service to ensure high levels of satisfaction and loyalty. Analyze market trends and competitor activity to stay ahead in the competition. Build and maintain a strong understanding of the bank's products and services. Job Requirements Proven experience in sales, marketing, or customer service in the BFSI industry. Strong communication and interpersonal skills are essential for building rapport with customers and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Knowledge of financial products and services, including savings accounts, loans, and credit cards. Experience working with small finance banks or similar institutions is preferred. Strong problem-solving skills and attention to detail are necessary.

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0.0 - 4.0 years

2 - 4 Lacs

Chennai, Kanchipuram

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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 0-4 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 strong relationships with clients. 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 and meet sales targets consistently.

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2.0 - 7.0 years

2 - 4 Lacs

Pudukkottai, Mayiladuthurai, Tiruchirapalli

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Looking for a skilled Relationship 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, 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 Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales. 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. Familiarity with CRM software and technology platforms used in the BFSI sector. Location - Mayiladuthurai,Tiruchirapalli,Pudukkottai,Aranthangi

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2.0 - 7.0 years

2 - 4 Lacs

Puducherry, Mayiladuthurai, Cuddalore

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Looking for a skilled 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 with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills are essential. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to mutual funds. Location - Mayiladuthurai,Puducherry,Cuddalore,Viluppuram

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0.0 - 4.0 years

2 - 4 Lacs

Tiruvannamalai, Chennai, Vellore

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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 0-4 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, 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. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong analytical and problem-solving skills to analyze market data and make informed decisions. Experience working in the BFSI industry, preferably with a background in Mutual Funds sales or related fields.

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2.0 - 7.0 years

2 - 4 Lacs

Madurai, Sankarankoil, Tirunelveli

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Looking for a skilled Relationship 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, 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 are required to build rapport with clients from diverse backgrounds. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex financial data and make informed decisions. Proficiency in using technology-based tools and platforms for managing client portfolios. A graduate or postgraduate degree in any field is required; relevant certifications or qualifications are an added advantage. Location - Madurai,Tirunelveli,Sankarankoil,Thoothukudi

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2.0 - 7.0 years

2 - 4 Lacs

Madurai

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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 to 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 client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

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2.0 - 6.0 years

2 - 4 Lacs

Kolhapur, Pune

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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 2-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to 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 in relationship management within the BFSI industry, 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 resolve client queries and concerns. Experience working with internal teams, such as operations and compliance, is an advantage.

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2.0 - 5.0 years

2 - 4 Lacs

Kolhapur, Pune

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Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and track market trends. Strong analytical and decision-making skills to provide informed investment advice.

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2.0 - 5.0 years

2 - 6 Lacs

Kota, Mandalgarh

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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 2-5 years of experience in the BFSI industry, preferably in micro mortgages. 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. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong knowledge of micro mortgages and related products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, preferably in micro mortgages, is preferred. Ability to work collaboratively as part of a team to achieve common goals.

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3.0 - 8.0 years

4 - 8 Lacs

Mandya

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We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 3 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions. Conduct thorough analysis of client financial situations to determine the best course of action. Collaborate with internal teams to ensure seamless execution of mortgage loan processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with industry trends and competitor activity to identify new business opportunities. Achieve sales targets and contribute to the growth of the bank's retail mortgage portfolio. Job Requirements Proven experience as a Relationship Manager in retail mortgages or a related field. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex financial data and make informed decisions. Strong problem-solving skills to resolve client issues and concerns. Experience working in a fast-paced environment and meeting sales targets.

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4.0 - 8.0 years

2 - 4 Lacs

Nagpur, Nashik, Wardha

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We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4-8 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 Proven experience in relationship management within the BFSI industry, 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 resolve client queries and concerns efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines. Location - Nashik,Nagpur,Wardha,Yavatmal

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1.0 - 5.0 years

2 - 4 Lacs

Madurai, Karaikkudi

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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 to 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. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines. Familiarity with industry-standard software and technology used in financial services.

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1.0 - 5.0 years

2 - 4 Lacs

Chidambaram, Mayiladuthurai, Cuddalore

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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 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 innovative. 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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2.0 - 7.0 years

2 - 5 Lacs

Salem, Dharmapuri, Erode

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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 to 7 years of experience in the BFSI industry, with a strong background in sales and relationship management. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and generate leads through networking and market research. Conduct client meetings and presentations to promote financial products and services. Collaborate with internal teams to resolve customer queries and issues. Achieve monthly and quarterly sales targets by selling financial products and services. Provide excellent customer service to ensure high levels of customer satisfaction. Job Requirements Minimum 2 years of experience in sales and relationship management in the BFSI industry. Strong knowledge of financial products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills are required to build strong relationships with clients. 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.

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1.0 - 5.0 years

2 - 4 Lacs

Madurai, Sankarankoil, Tirunelveli

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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 to 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, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

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2.0 - 7.0 years

2 - 7 Lacs

Jaipur, Delhi / NCR

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We're Hiring: Relationship Manager Direct Channel Locations: Delhi, Gurgaon, Noida, Jaipur Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background. Experience: 1-6 Years Industry: Insurance Sales Salary Range: 3 LPA 7 LPA Interested? Let's connect! Contact: Vishal Gupta 9599238892 Email: vishal.gupta@bajajcapital.com

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2.0 - 7.0 years

3 - 6 Lacs

Chitradurga, Bhadravati

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We are looking for a highly skilled and experienced Branch Manager to lead our Mutual Funds team in the BFSI industry. The ideal candidate will have a strong background in finance and management, with 2-7 years of experience. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient workflow and customer satisfaction. Develop and implement strategies to boost mutual fund sales and expand the customer base. Lead and motivate a team of financial professionals to achieve business objectives. Build and maintain relationships with key stakeholders, including customers, colleagues, and external partners. Analyze market trends and competitor activity to identify growth opportunities. Ensure compliance with regulatory requirements and industry standards. Job Requirements Strong knowledge of mutual funds products and services. Excellent leadership and communication skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing teams and driving business results. Familiarity with BFSI industry trends and regulations.

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2.0 - 7.0 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. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably in mutual fund collections. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. 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 stay ahead in the competition. Provide excellent customer service to maintain high levels of client satisfaction. Job Requirements Strong knowledge of mutual funds, financial products, and investment services. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience in relationship management, trust-building, and conflict resolution. Familiarity with banking operations, regulations, and compliance requirements. Location - Kumbakonam,Perambalur,Thuraiyur,Thottiyam

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2.0 - 5.0 years

2 - 4 Lacs

Chandrapur, Bengaluru

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We are looking for a highly skilled and experienced Assistant Branch Manager to lead our Mutual Funds Collections team in the BFSI industry. The ideal candidate will have 2-5 years of experience in collections, preferably in the BFSI sector. Roles and Responsibility Manage and oversee the daily operations of the mutual funds collections team. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal stakeholders to resolve customer complaints and issues. Analyze market trends and competitor activity to identify opportunities for growth. Build and maintain relationships with key customers and external partners. Monitor and report on key performance indicators to senior management. 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. Strong analytical and problem-solving skills. Experience working with teams and leading by example. Familiarity with industry regulations and compliance requirements.

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2.0 - 5.0 years

2 - 4 Lacs

Kolhapur, Pune

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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 2-5 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to remain competitive. Job Requirements Proven experience in relationship management within the BFSI industry, 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.

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2.0 - 7.0 years

2 - 4 Lacs

Kumbakonam, Nagapattinam

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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 with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Develop and implement effective collection strategies to achieve targets. Collaborate with internal teams to resolve customer complaints and issues promptly. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service to build trust and loyalty. 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. Strong analytical and problem-solving skills. Experience in collections or relationship management is an added advantage. Ability to build and maintain strong relationships with clients.

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2.0 - 7.0 years

2 - 4 Lacs

Madurai, Sivakasi

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Looking for a skilled Relationship 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, 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 are required 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 are necessary to analyze complex data sets and make informed decisions. Proficiency in using technology-based tools and platforms for managing client portfolios. A graduate or postgraduate degree in any field is required; relevant certifications or qualifications are an added advantage.

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2.0 - 3.0 years

2 - 4 Lacs

Gummidipoondi, Chennai

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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 with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to mutual funds investments.

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