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1.0 - 4.0 years

1 - 3 Lacs

Puducherry, Viluppuram

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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. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes related to loan recoveries. Analyze financial data to identify trends and areas for improvement in the bank's receivables portfolio. Ensure compliance with regulatory requirements and internal policies regarding loan recovery practices. Maintain accurate records and reports on all transactions related to loan recoveries and collections. Job Requirements Strong knowledge of banking regulations and laws governing loan recovery practices. Excellent communication and interpersonal skills to build strong relationships with customers and internal stakeholders. Ability to work in a fast-paced environment with multiple priorities and deadlines. Proficiency in financial analysis and problem-solving to identify areas for improvement in the bank's receivables portfolio. Experience working with CRM software or similar tools for managing customer interactions and transactions. Strong attention to detail to maintain accurate records and reports on all transactions related to loan recoveries and collections.

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0.0 - 3.0 years

1 - 4 Lacs

Mumbai, Ahmedabad

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We are looking for a highly motivated and results-driven Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate should have 0-3 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer base. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of the BFSI industry and its dynamics. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Proficiency in Microsoft Office and other productivity tools. Ability to build and maintain strong relationships with clients and stakeholders.

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3.0 - 4.0 years

4 - 8 Lacs

Kumbakonam

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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.

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3.0 - 4.0 years

4 - 8 Lacs

Karimnagar, Nirmali

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We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank, with 3-4 years of experience in the BFSI industry. The ideal candidate will have a strong background in retail mortgages and excellent relationship management skills. Roles and Responsibility Manage and maintain 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 sales plans to meet or exceed monthly targets. Provide exceptional customer service and support to resolve client queries. 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. Familiarity with CRM software and sales management tools.

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3.0 - 7.0 years

5 - 9 Lacs

Kumbakonam

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We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-0 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.

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2.0 - 4.0 years

1 - 5 Lacs

Bhinmal, Jodhpur

Work from Office

We are looking for a highly skilled and experienced Field Risk Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-4 years of experience in the BFSI industry, with a strong background in risk management and analysis. Roles and Responsibility Conduct thorough risk assessments and analyses to identify potential threats to the organization. Develop and implement effective risk management strategies to mitigate identified risks. Collaborate with cross-functional teams to ensure compliance with regulatory requirements and industry standards. Monitor and report on risk performance metrics to senior management. Identify and recommend process improvements to enhance risk management practices. Stay up-to-date with industry trends and developments in risk management. Job Requirements Strong understanding of risk management principles and practices. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment and prioritize multiple tasks. Strong communication and interpersonal skills. Experience with risk management software and tools. Ability to think critically and make sound decisions under pressure.

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0.0 - 2.0 years

1 - 3 Lacs

Vadodara

Work from Office

We are looking for a highly motivated and detail-oriented Credit Officer to join our team at Equitas Small Finance Bank. The ideal candidate should have 0-2 years of experience in the BFSI industry. Roles and Responsibility Analyze credit data to determine client creditworthiness. Develop and implement effective credit policies and procedures. Conduct thorough credit risk assessments and provide recommendations. Collaborate with cross-functional teams to achieve business objectives. Monitor and manage credit portfolios to minimize risk and maximize returns. Stay updated on market trends and regulatory changes to ensure compliance. Job Requirements Strong understanding of credit principles and practices. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment. Effective communication and interpersonal skills. Proficiency in financial modeling and data analysis tools. Strong attention to detail and organizational skills.

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2.0 - 6.0 years

2 - 4 Lacs

Nagpur, Nashik, Mankapur

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 2-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking and referrals to expand the existing client base. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management. Strong knowledge of financial products, including mutual funds, and their applications. 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 market trends and make informed decisions. Proficiency in using technology-based tools and platforms to manage client portfolios effectively.

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2.0 - 4.0 years

4 - 8 Lacs

Mahabubnagar

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 2-4 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 meet or exceed monthly targets. Provide exceptional customer service and support to resolve client queries and concerns. 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. Familiarity with CRM software and other banking tools.

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1.0 - 4.0 years

2 - 4 Lacs

Mettur, Erode

Work from Office

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

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1.0 - 2.0 years

1 - 4 Lacs

Amritsar

Work from Office

We are looking for a highly motivated and experienced Business Development 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 Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven track record of achieving sales targets and driving business growth. 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 deadlines. 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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7.0 - 10.0 years

2 - 6 Lacs

Bengaluru, Peenya

Work from Office

We are looking for a skilled professional to join our team as an Area Credit Manager in Equitas Small Finance Bank. The ideal candidate will have 7-10 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 within the bank's operations. Develop and implement effective credit policies and procedures to minimize risk. Conduct thorough credit analysis and assessments to determine client creditworthiness. Collaborate with cross-functional teams to identify and mitigate potential credit risks. Monitor and report on credit portfolio performance, providing insights and recommendations for improvement. Ensure compliance with regulatory requirements and industry standards. Job Requirements Strong knowledge of credit management principles and practices. Excellent analytical and problem-solving skills, with the ability to interpret complex data sets. Effective communication and interpersonal skills, enabling strong collaboration with stakeholders at all levels. Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines. Strong understanding of financial markets and industry trends, with the ability to make informed decisions. Proficiency in credit risk management software and systems, with excellent technical skills.

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4.0 - 9.0 years

2 - 4 Lacs

Kangeyam, Erode

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 4 to 9 years of experience in the BFSI industry, with a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and maintain strong client relationships to increase sales and revenue. Identify new business opportunities and expand existing customer relationships. Collaborate with internal teams to deliver exceptional customer service and support. Analyze market trends and competitor activity to stay ahead in the industry. Meet or exceed monthly and quarterly sales targets consistently. Provide excellent communication and interpersonal skills to build trust and rapport with clients. Job Requirements Minimum 4 years of experience in relationship management, preferably in the BFSI industry. Strong knowledge of financial products and services, including MLAP. Excellent communication, negotiation, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and organizational skills with attention to detail. Experience working with cross-functional teams to achieve business objectives.

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4.0 - 7.0 years

2 - 4 Lacs

Madurai, Karaikkudi, Manapparai

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

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1.0 - 2.0 years

3 - 4 Lacs

Hyderabad, Chennai

Work from Office

We are looking for a highly motivated and experienced Business Development Officer 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 used car sales or finance. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to develop and launch new products and services. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven experience in business development, sales, or marketing in the BFSI industry. Strong knowledge of financial products and services, including used car loans and financing. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other sales tools is an advantage.

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2.0 - 5.0 years

4 - 7 Lacs

Ambala

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 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 CRM software and other sales tools. Ability to build and maintain strong relationships with customers and colleagues.

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1.0 - 4.0 years

3 - 6 Lacs

Tirupati, Mahabubnagar

Work from Office

We are looking for a highly skilled and experienced Credit Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry. Roles and Responsibility Manage credit portfolios and make informed decisions on loan approvals. Conduct thorough credit assessments and risk analyses. Develop and implement effective credit policies and procedures. Collaborate with cross-functional teams to achieve business objectives. Monitor and report on credit performance metrics. Identify opportunities to improve credit processes and operations. Job Requirements Strong knowledge of credit principles, practices, and regulations. Excellent analytical, communication, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in financial modeling and data analysis tools. Strong understanding of credit risk management strategies. Experience working with diverse stakeholders, including customers, colleagues, and external partners.

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4.0 - 9.0 years

6 - 11 Lacs

Bengaluru

Work from Office

We are looking for a highly motivated and experienced Business Development Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in business development and sales. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing clients to increase loyalty and retention. Identify new business opportunities and partnerships to drive growth and revenue. Collaborate with cross-functional teams to develop and launch new products and services. Analyze market trends and competitor activity to stay ahead in the market. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven experience in business development and sales, preferably in the BFSI industry. Strong understanding of financial products and services, including small finance banking. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail. Experience working with CRM software and other sales tools.

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4.0 - 9.0 years

6 - 11 Lacs

Chennai, Nizamabad

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 4 to 9 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 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 products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay up-to-date with market trends and competitor activity to stay ahead in the competitive landscape. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in retail mortgages or related fields. Strong knowledge of sales principles, practices, and techniques. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other relevant tools.

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1.0 - 6.0 years

3 - 8 Lacs

Chennai

Work from Office

We are looking for a highly motivated and results-driven Associate - Telesales with 1-6 years of experience to join our team at Equitas Small Finance Bank in the BFSI industry. Roles and Responsibility Develop and implement effective telesales strategies to achieve business objectives. Build and maintain strong relationships with clients through regular follow-ups and sales calls. Identify new business opportunities and generate leads through cold calling and networking. Collaborate with internal teams to resolve customer queries and issues. Meet or exceed monthly sales targets and performance metrics. Continuously update knowledge of products, services, and industry trends. Job Requirements Proven experience in telesales or a related field, preferably in the BFSI industry. Strong communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in using CRM software and other sales tools. Excellent problem-solving and analytical skills. Ability to build rapport with clients and provide exceptional customer service.

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1.0 - 4.0 years

3 - 6 Lacs

Nanjangud, Mysuru

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

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1.0 - 4.0 years

3 - 6 Lacs

Madurai

Work from Office

Looking for a skilled Relationship Manager 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 Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills with attention to detail and accuracy. Proficiency in using technology-based tools and platforms for managing client portfolios. A graduate or postgraduate degree in any discipline is required; relevant certifications or qualifications are an added advantage.

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1.0 - 4.0 years

3 - 6 Lacs

Mumbai, Ahmedabad

Work from Office

We are looking for a highly motivated and experienced Business Development 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 a strong background in business development and sales. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to develop and launch new products and services. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong knowledge of the BFSI industry and its regulations. Excellent communication and interpersonal skills to build strong relationships with customers and colleagues. 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 in developing and implementing business strategies to drive growth and expansion. Familiarity with CRM software and other sales tools is an advantage.

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4.0 - 9.0 years

2 - 4 Lacs

Pattukkottai, Kumbakonam, Thanjavur

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 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 and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving and time management skills to meet deadlines and prioritize tasks effectively. Proficiency in using technology-based tools and platforms for managing client portfolios. Experience working in a fast-paced environment with multiple priorities and deadlines.

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1.0 - 4.0 years

2 - 4 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 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, risks, and benefits. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

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