Relationship Manager - MF Equitas Small Finance Bank

2.0 - 7.0 years

2 - 4 Lacs

Madurai, Dindigul

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, 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. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to resolve client queries and concerns. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools and platforms to manage client portfolios.

Posted 14 hours ago

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Relationship Manager - Retail Mortgages Equitas Small Finance Bank

3.0 - 4.0 years

4 - 8 Lacs

Kumbakonam

Work from Office

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank, responsible for managing retail mortgages and driving business growth. The ideal candidate will have 3-4 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of mortgage products and services. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competitive mortgage landscape. Achieve sales targets and contribute to the overall growth of the bank's retail mortgage portfolio. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in retail mortgages. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Proficiency in using CRM software and other relevant tools.

Posted 14 hours ago

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Relationship Manager - MF Equitas Small Finance Bank

3.0 - 7.0 years

5 - 9 Lacs

Kumbakonam

Work from Office

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-0 years of experience in the BFSI industry, with a strong background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on Mutual Fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting Mutual Funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of Mutual Funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex data sets and make informed decisions. Proficiency in using technology-based tools and platforms to manage client portfolios effectively. Strong attention to detail to ensure accuracy and quality of work delivered to clients.

Posted 14 hours ago

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