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1.0 - 6.0 years

3 - 7 Lacs

madurai, tamil nadu, india

On-site

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 opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex data and make informed decisions to drive business growth. Strong problem-solving and analytical skills to identify and mitigate risks. Experience working in a fast-paced environment with multiple priorities and deadlines.

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1.0 - 3.0 years

3 - 6 Lacs

alwar, rajasthan, india

On-site

We are seeking a highly skilled and experienced Branch Relationship Executive to join our team, with a focus on Unsecured Commercial Vehicle (UCV) loans. The ideal candidate will have professional experience in the BFSI industry and a proven ability to build strong client relationships and drive business growth. This role is crucial for identifying new opportunities, providing excellent customer service, and collaborating with internal teams to achieve sales targets. Roles and Responsibilities Customer Relationship Management: Develop and maintain strong relationships with existing customers to increase business growth. Provide excellent customer service and professionally resolve customer complaints. Build and maintain a strong understanding of customer needs and preferences. Business Development & Sales: Identify new business opportunities and expand the customer base. Analyze market trends and competitor activity to stay ahead in the market. Collaborate with internal teams to achieve sales targets and improve overall performance. Job Requirements Experience & Knowledge: Professional experience in the BFSI industry . Strong knowledge of the BFSI industry and its regulations . Experience working with small finance banks or similar institutions is preferred. Skills: Excellent communication and interpersonal skills . Strong analytical and problem-solving skills . The ability to work in a fast-paced environment and meet sales targets. The ability to build and maintain strong relationships with customers and colleagues.

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2.0 - 3.0 years

2 - 5 Lacs

rajkot, gujarat, india

On-site

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 sales or 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 banking products and services. Collaborate with internal teams to resolve customer complaints and issues. Achieve monthly and quarterly sales targets by selling banking products and services. Provide excellent customer service to ensure high levels of customer satisfaction. Job Requirements Strong knowledge of banking products and services, including savings accounts, loans, and credit cards. 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 are needed to identify new business opportunities. Experience working with small finance banks or similar institutions is preferred. Ability to work collaboratively as part of a team to achieve common goals.

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3.0 - 8.0 years

3 - 7 Lacs

mandya, karnataka, india

On-site

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 opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex data and make informed decisions to drive business growth. Strong problem-solving and analytical skills to identify and mitigate risks. Experience working in a fast-paced environment with multiple priorities and deadlines.

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1.0 - 6.0 years

3 - 6 Lacs

bengaluru, karnataka, india

On-site

Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base through effective sales strategies. Collaborate with internal teams to provide comprehensive solutions to clients. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service to ensure high levels of client satisfaction. Achieve monthly and quarterly targets set by the organization. Job Requirements Proven 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 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 analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is an advantage.

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0 years

0 Lacs

hyderabad, telangana, india

On-site

Company Description Wealthy’s award-winning app empowers Mutual Fund Distributors (MFDs) with advanced technology, dedicated support, and product research. Join over 6,000 MFDs who trust Wealthy to build their Assets Under Management (AUM) and grow clients' wealth faster. Wealthy is dedicated to providing top-tier resources to support financial growth and client satisfaction. Role Description This full-time Relationship Manager role is an on-site position located in Hyderabad. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, providing financial advice, and supporting the growth of clients' investment portfolios. This role involves regular client meetings, analyzing financial information, and collaborating with internal teams to deliver comprehensive financial solutions. Qualifications Strong relationship management and client service skills Experience in financial advisory, wealth management, or mutual fund distribution Excellent analytical skills and financial acumen Written and verbal communication skills, including the ability to provide clear financial advice Proficiency in financial software and advanced technology platforms Bachelor's degree in Finance, Economics, Business Administration, or a related field Relevant certifications (e.g., Nism VA are a plus Ability to work independently in a fast-paced environment

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3.0 - 5.0 years

1 - 5 Lacs

amaravati, andhra pradesh, andhra pradesh, india

On-site

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 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.

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0 years

0 Lacs

mumbai, maharashtra, india

On-site

We at Talent Corner HR Services are having an exciting opportunity for one of our client in Mumbai: Job responsibilities: Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Job specification: 1-5 yrs experience preferred. Ability to build and maintain strong client and business relationships. Proficiency in Microsoft Office and CRM software. Excellent communication and interpersonal skills.

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0 years

0 Lacs

noida, uttar pradesh, india

On-site

Company Description Loantrust.co is a fast-growing fintech company providing short-term loan services to individuals. We are dedicated to offering quick, secure, and hassle-free financial solutions with an emphasis on online and paperless processes. Our commitment to compliance and customer satisfaction sets us apart in the financial services industry. Role Description This is a full-time, on-site role for a Relationship Manager based in Noida. The Relationship Manager will be responsible for managing client relationships, addressing client inquiries and issues, ensuring customer satisfaction, and maintaining compliance with company policies and industry regulations. Daily tasks include overseeing the loan application process, conducting client assessments, and providing personalized financial solutions. Qualifications \n Skills in client relationship management, customer service, and client communication Experience in financial services, loan processing, and credit assessment Knowledge of compliance requirements and industry regulations Excellent problem-solving and conflict resolution skills Strong organizational and time-management skills Bachelor's degree in Finance, Business Administration, or a related field Proficiency in using financial software and CRM systems Ability to work independently and as part of a team Strong verbal and written communication skills

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3.0 years

0 Lacs

greater kolkata area

On-site

Job Description: We are seeking a client-focused Relationship Manager to build and maintain strong relationships with property buyers and investors. The role includes post-sales service, client retention, and managing the overall customer experience. Key Responsibilities: 1)Build and manage long-term client relationships 2)Assist clients throughout the sales process and beyond 3)Ensure high levels of client satisfaction and service delivery 4)Handle client queries, documentation, and coordination 5)Support referral and repeat business growth Requirements: 1–3 years of experience in real estate or client servicing Excellent interpersonal and problem-solving skills Customer-focused mindset with strong follow-up skills Organized, proactive, and relationship-driven Locations: New Town, Saltlake

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1.0 - 6.0 years

2 - 5 Lacs

tirunelveli, tamil nadu

On-site

We are looking for a skilled 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 with a background in merchant operations. Roles and Responsibility Develop and maintain strong relationships with merchants to increase business opportunities. Identify and acquire new clients to expand the bank's customer base. Provide excellent customer service and support to existing clients. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Analyze market trends and competitor activity to stay ahead in the market. Achieve sales targets and contribute to the growth of the bank's merchant portfolio. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Merchant OD. Strong knowledge of banking products and services, including loans and deposits. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with small finance banks or similar institutions is an advantage.

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2.0 - 7.0 years

3 - 5 Lacs

cuddalore, tamil nadu, india

On-site

We are looking for a highly motivated and experienced Branch Relationship Executive 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 used car finance. Roles and Responsibility: Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services. Provide excellent customer service and resolve issues promptly. Analyze market trends and competitor activity to stay ahead in the market. Achieve sales targets and contribute to the overall growth of the branch. Job Requirements: Any graduate degree from a recognized university. Proven experience in relationship management, sales, or customer service. Strong knowledge of the BFSI industry, particularly in used car finance. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail.

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2.0 - 7.0 years

3 - 5 Lacs

kumbakonam, tamil nadu, india

On-site

We are looking for a highly motivated and experienced Branch Relationship Executive 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 used car finance. Roles and Responsibility: Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services. Provide excellent customer service and resolve issues promptly. Analyze market trends and competitor activity to stay ahead in the market. Achieve sales targets and contribute to the overall growth of the branch. Job Requirements: Any graduate degree from a recognized university. Proven experience in relationship management, sales, or customer service. Strong knowledge of the BFSI industry, particularly in used car finance. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail.

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1.0 - 4.0 years

3 - 15 Lacs

jodhpur, rajasthan, india

On-site

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 opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex data and make informed decisions to drive business growth. Strong problem-solving and analytical skills to identify and mitigate risks. Experience working in a fast-paced environment with multiple priorities and deadlines.

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2.0 - 5.0 years

1 - 5 Lacs

jodhpur, rajasthan, india

On-site

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 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.

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1.0 - 2.0 years

2 - 5 Lacs

ahmedabad, gujarat, india

On-site

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have 2-6 years of experience and a strong background in managing relationships with clients. Roles and Responsibility: Develop and maintain strong client relationships to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong network of contacts within the community. Job Requirements: Minimum 2 years of experience in relationship management or a related field. Strong knowledge of the BFSI industry and its regulations. 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. Experience working with small finance banks or similar institutions is preferred.

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2.0 - 4.0 years

1 - 6 Lacs

hyderabad, telangana, india

On-site

We are looking for a highly motivated and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-6 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base. Provide excellent customer service and resolve customer complaints promptly. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Strong knowledge of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is preferred. Ability to build and maintain strong relationships with customers and colleagues.

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1.0 - 6.0 years

3 - 6 Lacs

hyderabad, telangana, india

On-site

Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and generate leads through networking and market research. Meet or exceed monthly sales targets by selling products such as insurance, mutual funds, and other financial services. Provide excellent customer service and resolve complaints professionally. Collaborate with internal teams to stay updated on new products and services. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong communication and interpersonal skills are essential for building rapport with customers and colleagues. Ability to work in a fast-paced environment and meet deadlines is crucial. Basic knowledge of financial products and services, including insurance and mutual funds, is required. Candidates must be able to work independently and as part of a team to achieve sales targets. Strong problem-solving skills are needed to analyze complex issues and develop effective solutions. Adaptability to changing circumstances and priorities is key to success in this role.

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1.0 - 4.0 years

3 - 6 Lacs

jaipur, rajasthan, india

On-site

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. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Ability to meet sales targets and achieve performance goals.

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0 years

0 Lacs

india

On-site

The Relationship Manager is responsible for building and maintaining strong relationships with clients to drive business growth, enhance customer satisfaction, and retain high-value accounts. The role involves understanding client needs, offering tailored solutions, and acting as a trusted advisor to foster long-term partnerships. Develop and maintain strong relationships with existing and prospective clients. Understand clients’ financial goals, business operations, and challenges to provide customized solutions. Act as the primary point of contact between the organization and the client. Promote and cross-sell relevant products or services to meet client needs. Achieve sales targets and contribute to business development strategies. Handle client queries, concerns, and escalations professionally and promptly. Collaborate with internal departments (e.g., product, credit, operations) to deliver seamless client service. Monitor client accounts, track performance, and suggest improvements. Conduct regular client reviews and feedback sessions. Stay updated on industry trends, market conditions, and competitor activities. Strong interpersonal and communication skills Excellent negotiation, problem-solving, and analytical abilities Customer-centric mindset with a focus on long-term value creation Proficiency in CRM software and Microsoft Office Suite Ability to work independently and manage multiple client accounts

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1.0 - 2.0 years

2 - 7 Lacs

ahmedabad, gujarat, india

On-site

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 1-2 years of experience in the BFSI industry, preferably with a background in sales or 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 cold calls and presentations to promote products and services. Collaborate with internal teams to resolve customer complaints and issues. Meet or exceed monthly sales targets by selling relevant financial products. Provide excellent customer service to ensure high levels of client satisfaction. Job Requirements Minimum 2 years of experience in sales, preferably in the BFSI industry. Strong knowledge of financial products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail. Proficiency in Microsoft Office and other software applications.

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4.0 - 5.0 years

3 - 6 Lacs

nagapattinam, tamil nadu, india

On-site

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. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Ability to meet sales targets and achieve performance goals.

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2.0 - 4.0 years

3 - 6 Lacs

hubli, karnataka, india

On-site

Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and generate leads through networking and market research. Meet or exceed monthly sales targets by selling products such as insurance, mutual funds, and other financial services. Provide excellent customer service and resolve complaints professionally. Collaborate with internal teams to stay updated on new products and services. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong communication and interpersonal skills are essential for building rapport with customers and colleagues. Ability to work in a fast-paced environment and meet deadlines is crucial. Basic knowledge of financial products and services, including insurance and mutual funds, is required. Candidates must be able to work independently and as part of a team to achieve sales targets. Strong problem-solving skills are needed to analyze complex issues and develop effective solutions. Adaptability to changing circumstances and priorities is key to success in this role.

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1.0 - 4.0 years

3 - 6 Lacs

bengaluru, karnataka, india

On-site

Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base through effective sales strategies. Collaborate with internal teams to provide comprehensive solutions to clients. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service to ensure high levels of client satisfaction. Achieve monthly and quarterly targets set by the organization. Job Requirements Proven 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 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 analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is an advantage.

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3.0 - 5.0 years

3 - 6 Lacs

jaipur, rajasthan, india

On-site

We are looking for a highly motivated and experienced Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry. Roles and Responsibility: Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base. Provide excellent customer service and resolve client queries promptly. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Job Requirements: Any Graduate or Postgraduate degree from a recognized university. Proven experience in relationship management, sales, or customer service Strong communication and interpersonal skills are essential. Ability to work in a fast-paced environment and meet sales targets. Knowledge of the BFSI industry and its regulations is required. Experience working with small finance banks or similar institutions is preferred.

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