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1.0 - 4.0 years
1 - 4 Lacs
jaipur, rajasthan, india
On-site
We are looking for a highly skilled and experienced Relationship Manager to join our team in the retail mortgages department. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from retail mortgages. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of retail mortgages products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in using technology platforms for efficient workflow management. Strong analytical and problem-solving skills to address client concerns. Experience working with diverse client groups and building long-term relationships
Posted 3 weeks ago
1.0 - 4.0 years
1 - 4 Lacs
sikar, rajasthan, india
On-site
We are looking for a highly skilled and experienced Relationship Manager to join our team in the retail mortgages department. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from retail mortgages. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of retail mortgages products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in using technology platforms for efficient workflow management. Strong analytical and problem-solving skills to address client concerns. Experience working with diverse client groups and building long-term relationships
Posted 3 weeks ago
14.0 - 19.0 years
4 - 6 Lacs
nagapattinam, tamil nadu, india
On-site
Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to resolve customer complaints and issues promptly. Develop and implement effective sales plans to meet or exceed monthly targets. Provide excellent customer service and support to ensure long-term relationships. Job Requirements Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships. Familiarity with industry regulations and compliance requirements.
Posted 3 weeks ago
3.0 - 6.0 years
4 - 6 Lacs
amaravati, andhra pradesh, andhra pradesh, india
On-site
Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to resolve customer complaints and issues promptly. Develop and implement effective sales plans to meet or exceed monthly targets. Provide excellent customer service and support to ensure long-term relationships. Job Requirements Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships. Familiarity with industry regulations and compliance requirements.
Posted 3 weeks ago
1.0 - 6.0 years
2 - 7 Lacs
erode, tamil nadu, india
On-site
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 mortgage products and services. Conduct market research and competitor analysis to stay informed about industry trends and developments. Provide exceptional customer service and support to ensure high levels of client satisfaction. Meet or exceed monthly and quarterly sales targets by achieving ambitious goals. Job Requirements Strong knowledge of retail mortgages, sales, and relationship management principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in using CRM software and other relevant tools. Strong analytical and problem-solving skills with attention to detail. Ability to build trust and rapport with clients from diverse backgrounds.
Posted 3 weeks ago
2.0 - 7.0 years
2 - 7 Lacs
hyderabad, telangana, india
On-site
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 mortgage products and services. Conduct market research and competitor analysis to stay informed about industry trends and developments. Provide exceptional customer service and support to ensure high levels of client satisfaction. Meet or exceed monthly and quarterly sales targets by achieving ambitious goals. Job Requirements Strong knowledge of retail mortgages, sales, and relationship management principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in using CRM software and other relevant tools. Strong analytical and problem-solving skills with attention to detail. Ability to build trust and rapport with clients from diverse backgrounds.
Posted 3 weeks ago
1.0 - 3.0 years
4 - 6 Lacs
vellore, tamil nadu, india
On-site
We are looking for a highly motivated and experienced Branch Sales Manager to lead our retail mortgage team. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably with a background in small finance banks. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain relationships with key stakeholders, including customers and partners. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive business growth. Monitor and control expenses to ensure profitability. Job Requirements Proven experience in retail mortgages or related fields. Strong leadership and management skills. 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 small finance banks or similar institutions is preferred.
Posted 3 weeks ago
1.0 - 3.0 years
4 - 6 Lacs
tiruvannamalai, tamil nadu, india
On-site
We are looking for a highly motivated and experienced Branch Sales Manager to lead our retail mortgage team. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably with a background in small finance banks. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain relationships with key stakeholders, including customers and partners. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive business growth. Monitor and control expenses to ensure profitability. Job Requirements Proven experience in retail mortgages or related fields. Strong leadership and management skills. 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 small finance banks or similar institutions is preferred.
Posted 3 weeks ago
3.0 - 7.0 years
4 - 8 Lacs
Karnal
Work from Office
We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 3-7 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 applications and disbursements. 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. Maintain accurate records of client interactions, transactions, and portfolio performance. Job Requirements Proven experience in relationship management within the BFSI sector, preferably in retail mortgages. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication, interpersonal, and negotiation skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using CRM software and other relevant tools. Strong analytical and problem-solving skills with attention to detail.
Posted 1 month ago
1.0 - 6.0 years
4 - 8 Lacs
Cheyyar, Poonamallee, Chennai
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 to 7 years of experience in the BFSI industry, with a strong background in retail mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from retail mortgage products. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of retail 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 banking software and systems. Ability to meet sales targets and achieve performance goals.
Posted 1 month ago
1.0 - 4.0 years
4 - 8 Lacs
Madurai, Kambam, Theni
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in the BFSI industry. The ideal candidate will have 1-4 years of experience in retail mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking, referrals, and market research. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement effective sales strategies to meet targets. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of retail mortgages and related products. Excellent communication, negotiation, and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Proficiency in MS Office and other relevant software applications. Experience in managing multiple priorities and deadlines in a fast-paced environment. A graduate or postgraduate degree is required.
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
Padra, Vadodara
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 in retail mortgages. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to achieve targets and goals. Provide exceptional customer service and support to resolve client queries and concerns. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in retail mortgages. Strong knowledge of financial products and services, including mortgages and loans. 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.
Posted 2 months ago
2.0 - 3.0 years
2 - 5 Lacs
Telangana
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank, with 2-3 years of experience in the BFSI industry. Roles and Responsibility Manage relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to achieve business objectives. Collaborate with internal teams to resolve customer complaints and issues. Provide excellent customer service and support to build strong relationships. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably in affordable housing finance. Strong knowledge of housing loan 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 cross-functional teams to achieve business objectives.
Posted 2 months ago
2.0 - 5.0 years
2 - 6 Lacs
Ludhiana, Ambala
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 2-5 years of experience in the BFSI industry, preferably with a background in Micro Mortgages. Roles and Responsibility Manage relationships with existing customers to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the customer base. Conduct site visits to assess customer needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from micro mortgages. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of customer interactions and transactions. Job Requirements Strong knowledge of micro mortgages and inclusive banking products. Excellent communication and interpersonal skills to build strong customer relationships. Ability to work independently and as part of a team to achieve sales targets. Proficiency in using technology and software applications to manage customer data. Strong analytical and problem-solving skills to identify new business opportunities. Ability to adapt to changing market conditions and regulatory requirements.
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Nagapattinam, Mayiladuthurai
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 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 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 Proven experience as a Relationship Manager in microfinance or mutual funds is essential. Strong knowledge of financial products and services, including mutual funds, is required. Excellent communication and interpersonal skills are necessary to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets is expected. Strong analytical and problem-solving skills are needed to identify new business opportunities. Experience working with small finance banks or similar institutions is preferred.
Posted 2 months ago
1.0 - 2.0 years
2 - 5 Lacs
Gujarat
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in affordable housing or housing loans. Roles and Responsibility Manage relationships with existing clients to ensure timely repayment of housing loan and minimize defaults. Identify new business opportunities through networking, referrals, and market research. Develop and implement effective sales strategies to achieve monthly targets. Conduct site visits to assess client needs and provide personalized solutions. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of housing loan products, including features, benefits, and risks. Excellent communication, interpersonal, and negotiation skills. Ability to work independently and as part of a team to achieve common goals. Proficiency in using technology-based tools to manage client relationships and track sales performance. Strong analytical and problem-solving skills to address complex customer issues. Ability to adapt to changing market conditions and regulatory requirements.
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Hubli
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, with a strong background in Micro Finance and MLAP. Roles and Responsibility Manage relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to achieve business targets. Collaborate with internal teams to provide comprehensive solutions to clients. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with key stakeholders, including customers, partners, and colleagues. Job Requirements Strong knowledge of Micro Finance and 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 cross-functional teams and building strong relationships with stakeholders. Familiarity with inclusive banking principles and practices is an added advantage.
Posted 2 months ago
3.0 - 8.0 years
2 - 4 Lacs
Chandrapur, Bengaluru
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 3 to 8 years of experience in the BFSI industry, preferably in micro finance or receivables. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with customers and stakeholders. Job Requirements Minimum 3 years of experience in relationship management, preferably in micro finance or receivables. Strong knowledge of financial products and services, including mutual funds and other investment products. 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 and accuracy. Experience working with cross-functional teams, including operations and customer service.
Posted 2 months ago
0.0 - 1.0 years
4 - 8 Lacs
Ahmedabad
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 0-1 years of experience in the BFSI industry, preferably in microfinance or mutual funds. 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 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 support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Strong knowledge of microfinance and mutual funds products and services. 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. Familiarity with inclusive banking principles and practices is an added advantage. Experience working with small finance banks or similar institutions is preferred.
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Sirsa
Work from Office
We are looking for a highly skilled and experienced Branch 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 a background in liabilities, branch banking, or related fields. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and ensure high levels of customer satisfaction. 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 the bank's products and services. Job Requirements Minimum 1 year of experience in the BFSI industry, preferably in liabilities, branch banking, or related fields. Strong knowledge of branch banking operations and procedures. 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 an advantage.
Posted 2 months ago
1.0 - 6.0 years
1 - 5 Lacs
Kumbakonam, Nagapattinam, Thiruvarur
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably in microfinance or mutual funds. 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. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds, with a strong track record of success. In-depth knowledge of financial products, including mutual funds, investments, and savings accounts. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills to analyze complex financial data and provide informed recommendations. Ability to work in a fast-paced environment and meet sales targets consistently. Proficiency in using technology and software applications to manage client relationships and transactions.
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
Madurai, Palani
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 client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds. Strong knowledge of financial products and services, including mutual funds and other investment options. 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 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
Shikaripara, Shimoga, Bhadravati
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 sales, relationship management, and 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, referrals, and market research. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from micro mortgages. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Proven experience in sales, relationship management, and micro mortgages. Strong understanding of financial products and services related to micro mortgages. Excellent communication, negotiation, and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with banking regulations and compliance requirements.
Posted 2 months ago
1.0 - 2.0 years
2 - 6 Lacs
Ponneri, Chennai, Vellore
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 1-2 years of experience in the BFSI industry, preferably with a background 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 Mortgages and Inclusive Banking products. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with relationship management software and tools. Ability to meet sales targets and achieve performance goals. Location: Chennai,Ponneri,Vellore,Arakonam
Posted 2 months ago
1.0 - 6.0 years
4 - 7 Lacs
Kumbakonam, Thiruvarur
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably in microfinance or mutual funds. 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. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds, with a strong track record of success. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills are necessary to analyze complex financial data and provide informed recommendations. Ability to work in a fast-paced environment and meet sales targets consistently. Knowledge of financial regulations and compliance requirements is essential. Experience working with diverse client groups, including those who may be underserved or marginalized.
Posted 2 months ago
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