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2.0 - 7.0 years
4 - 8 Lacs
Sathyamangalam, Erode
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 2 to 7 years of experience in sales, relationship management, or a related field. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and generate leads through networking, referrals, and market research. 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 applications. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with industry trends and regulatory changes to remain competitive. Job Requirements Proven experience in sales, relationship management, or a related field, preferably in the BFSI industry. Strong knowledge of retail mortgages, including products, features, and risks. 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. Proficiency in Microsoft Office and other relevant software applications.
Posted 1 week ago
2.0 - 3.0 years
2 - 4 Lacs
Mehsana, Mandasa, Ahmedabad
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 2-3 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 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 relevant to mutual funds. Strong analytical and decision-making skills with attention to detail.
Posted 1 week ago
1.0 - 2.0 years
1 - 3 Lacs
Madurai, Kambam, Theni
Work from Office
We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and issues related to payments. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions with customers. Job Requirements Strong knowledge of banking regulations and laws. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred. For more information, please contact us at 1427810.
Posted 1 week ago
2.0 - 7.0 years
2 - 5 Lacs
Bengaluru
Work from Office
We are looking for a skilled professional to join our team as an Assistant Branch Manager - MF in Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in managing Mutual Funds and a passion for delivering exceptional customer service. Roles and Responsibility Manage and oversee the daily operations of the branch, ensuring efficient workflow and high-quality customer service. Develop and implement strategies to drive business growth, increase sales, and expand the customer base. Build and maintain strong relationships with customers, providing personalized investment solutions and guidance. Collaborate with internal teams to ensure seamless delivery of products and services, meeting customer needs. Analyze market trends and competitor activity to identify opportunities for growth and improvement. Ensure compliance with regulatory requirements and uphold the highest standards of ethics and integrity. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Mutual Funds or a related field. Strong knowledge of financial markets, products, and regulations, including Mutual Funds. Excellent communication, interpersonal, and leadership skills, with the ability to motivate and inspire teams. Ability to analyze data, identify trends, and make informed decisions to drive business growth. Strong problem-solving and conflict resolution skills, with the ability to handle challenging situations professionally. Proficiency in Microsoft Office and other software applications, with excellent time management and organizational skills.
Posted 1 week ago
0.0 - 4.0 years
4 - 8 Lacs
Chennai
Work from Office
Looking to onboard a highly motivated and experienced Relationship Manager with 0-4 years of experience to join our team in the retail mortgages sector. The ideal candidate will have a strong background in sales and customer service, with excellent communication skills. Roles and Responsibility Develop and maintain strong relationships with customers to understand their financial needs and provide tailored solutions. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough analysis of customer financial data to determine the best mortgage options for them. Collaborate with internal teams to ensure seamless execution of mortgage applications and disbursements. Provide exceptional customer service by responding promptly to queries and resolving issues efficiently. Stay updated on market trends and competitor activity to remain competitive. Job Requirements Strong knowledge of retail mortgages 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 technology and software applications relevant to mortgage management. Ability to build rapport with customers from diverse backgrounds and income levels.
Posted 1 week ago
2.0 - 4.0 years
1 - 3 Lacs
Mumbai, Roha
Work from Office
We are looking for a highly skilled and experienced Receivable Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with a background in receivables. Roles and Responsibility Manage and oversee the entire receivables process, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce receivables. Collaborate with cross-functional teams to resolve customer complaints and disputes. Analyze and report on receivables performance metrics, providing insights for improvement. Ensure compliance with regulatory requirements and internal policies related to receivables. Maintain accurate records and reports of all transactions, including invoices, payments, and collections. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, negotiation, and problem-solving skills. Ability to work in a fast-paced environment, meeting deadlines and targets. Proficiency in MS Office and other relevant software applications. Strong analytical and reporting skills, with attention to detail and accuracy. Experience working in a similar role within the BFSI industry, preferably in a bank or financial institution.
Posted 1 week ago
2.0 - 4.0 years
1 - 5 Lacs
Bhilwara, Jodhpur
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-4 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement strategies to improve cash flow and reduce outstanding amounts. Collaborate with internal teams to resolve customer complaints and disputes related to receivables. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Ensure compliance with regulatory requirements and internal policies regarding receivables management. Maintain accurate records and reports on receivables, including aging analysis and credit risk assessments. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and decision-making skills with attention to detail. Experience working in a similar role within the BFSI industry is preferred.
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Kumbakonam
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably 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, interpersonal, and problem-solving skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets while maintaining high ethical standards. Proficiency in using technology and software applications to manage client portfolios and communicate effectively. Strong analytical and decision-making skills to provide sound investment advice to clients. Experience working in the BFSI industry, preferably with a background in Mutual Funds, is an asset.
Posted 1 week ago
1.0 - 2.0 years
2 - 6 Lacs
Madurai, Tirunelveli
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 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 to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue and market share. Collaborate with internal teams to resolve customer queries and issues promptly. 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 using technology and software applications. Strong analytical and problem-solving skills. Ability to meet sales targets and achieve performance goals.
Posted 1 week ago
1.0 - 4.0 years
1 - 3 Lacs
Salem, Namakkal
Work from Office
We are looking for a highly motivated and experienced professional to join our team as a Receivable Executive in Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry. Roles and Responsibility Manage and maintain accurate records of receivables, including accounts receivable and cash flow statements. Develop and implement effective strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve issues related to receivables and payments. Analyze financial data to identify trends and areas for improvement in receivable operations. Ensure compliance with regulatory requirements and internal policies related to receivables. Provide excellent customer service to clients and stakeholders regarding receivable-related queries. Job Requirements Strong knowledge of accounting principles and practices related to receivables. Excellent analytical and problem-solving skills with attention to detail. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills for client and stakeholder interaction. Proficiency in Microsoft Office and other relevant software applications. Experience working in the BFSI industry, preferably in a similar role.
Posted 1 week ago
1.0 - 6.0 years
1 - 3 Lacs
Madurai
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-8 years of experience in the BFSI industry, with a strong background in managing receivables and handling cash operations. Roles and Responsibility Manage and oversee daily cash operations, including receiving payments and disbursing funds. Develop and implement effective strategies to minimize bad debt and improve collection efficiency. Collaborate with internal teams to resolve customer complaints and issues related to receivables. Analyze financial data to identify trends and areas for improvement in receivable management. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and activities related to receivables. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred.
Posted 1 week ago
4.0 - 9.0 years
1 - 5 Lacs
Daund
Work from Office
We are looking for a skilled Branch Credit Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4-11 years of experience in the BFSI industry, with a strong background in credit management and analysis. Roles and Responsibility Manage and oversee the credit function of the branch, ensuring compliance with regulatory requirements. Develop and implement effective credit policies and procedures to minimize risk and maximize revenue. Conduct thorough credit assessments and provide recommendations on loan approvals or denials. Collaborate with cross-functional teams to identify and mitigate potential credit risks. Monitor and report on credit portfolio performance, including delinquency rates and collection efficiency. Ensure adherence to all relevant laws and regulations related to credit lending. Job Requirements Strong knowledge of credit underwriting principles and practices. Excellent analytical and problem-solving skills, with attention to detail and the ability to interpret complex data. Effective communication and interpersonal skills, with the ability to build relationships with customers and stakeholders. Ability to work in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other financial software applications. Strong understanding of the BFSI industry and its regulatory requirements.
Posted 1 week ago
1.0 - 2.0 years
4 - 8 Lacs
Chennai
Work from Office
Looking for a motivated Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 1-2 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong client relationships to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing customer relationships through effective sales strategies. Conduct thorough analysis of customer financial data to offer personalized mortgage recommendations. Collaborate with internal teams to ensure seamless execution of mortgage applications and disbursements. Provide exceptional customer service by addressing queries and resolving issues promptly. Stay updated on market trends and competitor activity to stay ahead in the competitive mortgage landscape. Job Requirements Proven experience in relationship management, preferably in the BFSI industry, with a focus on retail mortgages. Strong understanding of financial products, including mortgages, loans, and other related instruments. 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 while maintaining high levels of accuracy and attention to detail. Proficiency in using technology and software applications to manage customer interactions and transactions. Strong analytical and problem-solving skills are necessary to analyze complex financial data and provide insightful recommendations.
Posted 1 week ago
2.0 - 5.0 years
1 - 2 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, with a strong background in sales and 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. Provide excellent customer service and resolve customer complaints professionally. Collaborate with internal teams to achieve business objectives and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the community to promote the bank's brand. Job Requirements Strong knowledge of banking products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong problem-solving and analytical skills, with attention to detail and accuracy. Proficient in Microsoft Office and other banking software applications. Ability to adapt to changing circumstances and priorities, with a flexible and proactive approach. Experience working in a similar role within the BFSI industry is preferred.
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Bengaluru
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 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 expand the client base through effective sales strategies. Collaborate with internal teams to provide excellent customer service and support. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Provide regular updates and reports on business performance and client interactions. Job Requirements Minimum 2 years of experience in sales or relationship management, preferably in the BFSI industry. Strong knowledge of financial products and services, including savings accounts, loans, and investments. 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. Proficiency in Microsoft Office and other software applications, with the ability to learn new systems.
Posted 1 week ago
1.0 - 6.0 years
2 - 6 Lacs
Ballari, Chitradurga
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 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 to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue and cross-sell 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 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. Proficiency in using technology and software applications.
Posted 1 week ago
14.0 - 19.0 years
2 - 6 Lacs
Kumbakonam, Nagapattinam, Thiruvarur
Work from Office
We are looking for a highly skilled and experienced Legal Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 14 years of experience in the BFSI industry, preferably with a background in legal receivables. Roles and Responsibility Manage and oversee the collection process for outstanding debts. Develop and implement effective strategies to minimize bad debt and maximize recoveries. Collaborate with internal stakeholders to resolve customer disputes and improve cash flow. Analyze financial data to identify trends and areas for improvement in the collections process. Ensure compliance with regulatory requirements and industry standards. Maintain accurate records and reports of all interactions with customers and vendors. Job Requirements Strong knowledge of legal principles and practices related to receivables. Excellent communication and negotiation skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficient in using computer software applications and technology systems. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information.
Posted 1 week ago
1.0 - 4.0 years
1 - 3 Lacs
Tumkur, Bengaluru
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the collections team to resolve outstanding issues and reduce delinquencies. Analyze and report on receivable performance metrics, providing insights for improvement. Build strong relationships with customers, vendors, and internal stakeholders to ensure smooth operations. Ensure compliance with regulatory requirements and company policies related to receivables. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, negotiation, and problem-solving skills. Ability to work in a fast-paced environment, meeting deadlines and targets. Proficiency in MS Office and other relevant software applications. Strong analytical and reporting skills, with attention to detail and accuracy. Experience working in a similar role within the BFSI industry, preferably in a bank or NBFC setting.
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Gummidipoondi, 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 2-7 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 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.
Posted 1 week ago
1.0 - 3.0 years
1 - 3 Lacs
Kumbakonam, Tiruchirapalli, Virudhachalam
Work from Office
We are looking for a highly motivated and experienced professional to join our team as a Receivable Executive in Equitas Small Finance Bank. The ideal candidate will have 1 year of experience in the BFSI industry. Roles and Responsibility Manage and maintain accurate records of receivables, including accounts receivable and cash flow statements. Develop and implement effective strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve issues related to receivables and payments. Analyze financial data to identify trends and areas for improvement in receivable operations. Ensure compliance with regulatory requirements and internal policies related to receivables. Provide excellent customer service to clients and stakeholders regarding receivable-related queries. Job Requirements Strong knowledge of accounting principles and practices related to receivables. Excellent analytical and problem-solving skills with attention to detail. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills for client and stakeholder interaction. Proficiency in Microsoft Office and other relevant software applications. Experience working in a similar role within the BFSI industry is preferred.
Posted 1 week ago
1.0 - 6.0 years
1 - 4 Lacs
Kumbakonam
Work from Office
We are looking for a highly skilled and experienced Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-9 years of experience in the BFSI industry. Roles and Responsibility Manage and maintain accurate records of receivables, including accounts receivable and cash flow statements. Develop and implement effective strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve issues related to receivables and payments. Analyze financial data to identify trends and areas for improvement in receivable operations. Ensure compliance with regulatory requirements and internal policies related to receivables. Provide excellent customer service to clients and stakeholders regarding receivable-related queries. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent analytical, problem-solving, and communication skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong attention to detail and organizational skills. Experience working in a similar role within the BFSI industry is preferred.
Posted 1 week ago
1.0 - 4.0 years
1 - 3 Lacs
Puducherry, Mayiladuthurai, Cuddalore
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, with expertise in managing receivables and handling customer queries. Roles and Responsibility Manage and oversee the daily operations of the branch's receivable functions. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Build strong relationships with customers to resolve their queries and concerns. Collaborate with internal teams to ensure seamless communication and coordination. Analyze and report on receivable performance metrics to senior management. Identify areas for improvement and implement process enhancements. Job Requirements Strong knowledge of BFSI regulations and compliance requirements. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with customer service teams and resolving customer complaints. Location: Mayiladuthurai,Puducherry,Cuddalore,Viluppuram
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Madurai, Sankarankoil, Tirunelveli
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably 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 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. Location: Madurai,Tirunelveli,Sankarankoil,Thoothukudi
Posted 1 week ago
1.0 - 3.0 years
1 - 2 Lacs
Tiruchirapalli
Work from Office
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 1-3 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. Achieve monthly targets set by management while maintaining quality standards. Analyze market trends and competitor activity to stay ahead in the competition. 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 is required. Proficiency in MS Office and other software applications is necessary. Strong problem-solving skills are needed to analyze problems and develop effective solutions. Ability to work collaboratively as part of a team to achieve common goals. About Company Equitas Small Finance Bank is a leading player in the BFSI industry, committed to providing exceptional banking services to its customers. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. For more information, please contact us at 1424852.
Posted 1 week ago
1.0 - 4.0 years
1 - 2 Lacs
Patiala
Work from Office
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 1-4 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. Meet or exceed monthly sales targets by selling products and services. Stay updated on market trends and competitor activity to identify new business opportunities. 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 required. Basic knowledge of financial products and services, including savings accounts and loans, is necessary. Proficiency in using computer software applications, such as Microsoft Office, is expected. Strong problem-solving skills are needed to analyze problems and develop effective solutions. Ability to work collaboratively as part of a team to achieve common goals.
Posted 1 week ago
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