3636 Wealth Management Jobs - Page 6

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship To acquirepre-fixed New to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives & other tie ups Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings. Informscustomers of new products or product enhancements to further expand the bankingrelationship. Maintainscomplete relationship record for assigned customer accounts. Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs Trackscustomer complaints/queries and turnaround times for customer satisfaction. Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same. Developeffective ways to promote Brand awareness & Product proposition that leadto measurable business results Primary Responsibilities: Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values Additional Responsibilities: Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation: Location - Ahmedabad,Ahmednagar,Akurdi,Anand,Vadodara,Bharuch,Borivali,Chembur,Chowk,Dombivli,Gandhinagar,Goregaon,Hyderabad,Jalgaon,Jamnagar,Mira,Mumbai,Nadiad,Nagpur,Naroda,Nashik,Pune,Rajkot,Santacruz,Sion,Solapur,Surat,Thane,Valsad

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 Micro Finance or MF - MLAP. 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 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 resolve client queries promptly and professionally. 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 the BFSI industry, preferably in Micro Finance or MF - MLAP. Strong understanding of financial products and services, including loans and investments. 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 identify new business opportunities. Experience working with cross-functional teams to achieve organizational goals.

We have Immediate openings for Business Analyst - All candidates must be hands-on and senior enough to pick bigger accountability, roles are mapped to C9 equivalent in NatWest. - Banking exposure is a must-Have, past experience on Mobile Apps and Agile ways of working is essential, prior exposure to Wealth Management Private Banking is highly desirable, past NatWest experience is desirable." """Technical BA The current open role is for Techno Functional BA's who can partner with stakeholders to analyze the current/target business operations and effectively document the requirements for the programme. The role primarily requires Murex Techno functional SME's who have good hold on Murex business flows across asset class and come with the similar experience in the past. They will be responsible for evaluating the business processes, performing requirement analysis, technical analysis and writing requirements which meets business ask. Proven experience in generating process documents and reports, Stakeholder Management, Good communication skill and ability to translate data into actionable insights. Knowledge of relevant tools like Visio, PUML, Jira, SQL etc is a must. Experience in Back office & Front Office (as per the role above) is mandatory."" MUST HAVE We are looking for BA profiles who are having total 12+ years of experience and Banking Mobile app is must with 7-8 yrs as pure BA. Work location should be Bangalore. Candidate must be hands-on and senior enough to pick bigger accountability, roles are mapped to C9 equivalent in NatWest. Banking exposure is must and have past experience on Mobile Apps and Agile ways of working is essential. Prior exposure to Wealth Management Private Banking is highly desirable, past NatWest experience is desirable.

Primary Responsibilities: Business Financials Daily Weekly Monthly monitoring of the accomplishment of targets according to the annualmonthly targets established for the area and branches under hisher responsibility to provide guidance and solutions to hisher team as required Assign targets and results on daily weekly monthly basis of portfolio of risk by different categories such as days in arrears number of installment due amount within hisher region by area branch loan officer with the objective to identify tendencies and risks Supports Relationship Officers in hisher area in their duties of client visits risk assessment and recovery strategiesEfficient staffing by timely recruitment trainingImplement supervise and control effectiveness of commercial strategy with hisher team to reach the productivity and growth targets established Approve deviations and exceptions according to policy in placeEnsure supervise the correct implementation of the credit procedures including all the respective toolsCustomer Both Internal External Ensure customers are educated about all productsservices offered by UjjivanEnsure lower customer attrition by providing different products as per customer requirementFocus on lower TAT as per laid down standards Internal ProcessEnsure compliance with lending guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrence audit and other regulationsMonitor health of portfolioSanctioning of loans according to the policy in place Ensure supervise the correct implementation of the credit procedures including all the respective toolsDiscuss strategies and changes in terms of products capacity building procedures etcInnovation LearningEnsure that all members of his team are up to date on all relevant circulars and all productsservices offered in the Branch Evaluate the staff competences in terms of promotion business assessment and credit risk assessment capacity and propose solutions for improvement Ensure adherence to training mandays mandatory training programs for self and reportees Ensure goalsetting midyear review and annual appraisal process within specified timelines for self and reportees Monitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring of VF Loans team Location - Aligarh,Bulandshahr,Chowk,Gorakhpur,Hardoi,Lucknow,Meerut,Nagar,New Delhi,Varanasi

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 in micro finance or business development. 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 support to ensure high levels of client 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 Proven experience in relationship management, preferably in micro finance or business development. 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 financial institutions, particularly small finance banks, is an advantage.

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 Micro Finance and Business Development. 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 support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance 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.

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 Micro Finance and Business Development. 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 support to ensure high levels of client 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 network of contacts within the community. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance 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.

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 1-3 years of experience in the BFSI industry, preferably in micro finance or business development. 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 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. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Build and maintain a strong network of contacts within the community to promote the bank's brand and services. Job Requirements Proven experience in relationship management, preferably in micro finance or business development. Strong understanding of the BFSI industry, including micro finance and asset management. 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. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is an added advantage. Location - Chennai,Cheyyar,Kanchipuram,Sriperumbudur

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 7-10 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. 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 support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. 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 7 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance and Business Development principles and practices. 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 and deadlines. Strong analytical and problem-solving skills are needed to analyze market trends and competitor activity. Experience working with cross-functional teams to achieve business objectives and goals.

Position description: This role is responsible for acquiringnew current account customers from the open market and enhance the relationshipwith existing customers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & need of thecustomers. This role drives the current account business for the respectivebranch and ensure the CA targets for the branch is met. The incumbent providesservice to both existing as well as to NTB current account customers. This role also handles cross selling of QR &POS and is accountable for adherence to compliance and regulatory norms. Primary Responsibilities: Business Meet the set targets on current account in terms of open market acquisition & existing customer conversion Focus on building the current account book for the bank Understand need and ac Location: Ahmedabad,Vadodara,Dombivli,Gandhidham,Gandhinagar,Goregaon,Hyderabad,Mehsana,Mumbai,Nagar,Nagpur,Nashik,Pune,Rajkot,Surat,Thane,Vapi

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 Micro Finance, specifically in MLAP. Roles and Responsibility Manage relationships with existing clients to ensure timely repayment of loans and maintain high customer satisfaction. Identify new business opportunities through networking and referrals to expand the client base. Conduct thorough credit assessments and provide personalized solutions to meet client needs. Develop and implement effective sales strategies to achieve business targets. Collaborate with internal teams to resolve customer complaints and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Proven experience in Micro Finance, preferably in MLAP, with a strong understanding of financial products and services. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills are necessary to assess credit risk and provide effective solutions. Ability to work in a fast-paced environment and consistently meet business targets. Knowledge of regulatory requirements and industry standards is essential. Experience working with small finance banks or similar institutions is preferred.

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 Micro Finance and Business Development. 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 support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance 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 is an added advantage.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in micro mortgages or sales roles. 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. Develop and implement strategies to acquire new customers and expand the client base. Conduct regular portfolio reviews to ensure compliance with regulatory requirements. Collaborate with internal teams to resolve customer queries and issues promptly. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Strong knowledge of micro mortgages, sales, and relationship management principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in using technology-based tools to manage customer relationships. Strong analytical and problem-solving skills to analyze data and identify trends. Experience working with diverse client groups, including those in inclusive banking segments.

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 14 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. 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 support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Minimum 14 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance 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 clients.

We are looking for a skilled Branch Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 8 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or related fields. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Develop and implement strategies to attract new customers and expand the client base. Collaborate with internal teams to ensure seamless delivery of products and services. Identify and mitigate risks associated with liability management. Analyze market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service to ensure high levels of satisfaction and retention. Job Requirements Proven experience as a Branch Relationship Manager or similar role in the BFSI industry. Strong knowledge of liabilities, branch banking, and relationship management principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Experience working with small finance banks or similar institutions is preferred.

KEY RESPONSIBILITIES Develop and maintain relationships with high-net-worth individuals, family offices, and private investors Source, analyse, and structure real estate investment opportunities across various asset classes Execute buy-side and sell-side transactions for private capital / family office clients Provide strategic investment advice aligned with clients' wealth management goals Collaborate with JLL's broader capital markets platform globally to leverage market intelligence and opportunities Create detailed financial models and investment memorandums for potential acquisitions and dispositions Negotiate investment terms and transaction structures Stay current on market trends, capital flows, and regulatory environments affecting private wealth real estate investments Work with cross-functional teams including debt and equity specialists. Develop customized portfolio strategies for clients based on their investment objectives and risk profiles QUALIFICATIONS MBA Finance / CA / CFA with 5-10 years of experience in finance, Real Estate, Investment banking or related field. 5-10 years of experience in commercial real estate investment, with demonstrated experience working with private investors Strong understanding of real estate capital markets, investment structures, and portfolio management Excellent financial modelling and analytical skills Superior communication and relationship management capabilities Demonstrated track record of successful transaction execution Strong negotiation skills and attention to detail Ability to work independently while collaborating effectively with team members Proficient in MS Office (Excel & Power Point)

I. ROLE PURPOSE & OBJECTIVE Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank. Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions. Apart from Liability his/her key focus will be on ensuring Cross-sell of Mutual Funds SIPs, Insurance etc. He/ She should also ensure in increasing customer engagement through other products like Forex, Remittances, Loans, etc. to the new and existing customers. He/She will also ensure that references of other HNI customers are taken from existing customers which could be family members, friends, acquaintances, business partners etc to enhance his portfolio. Sr. RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective like Investments MF, Demat etc and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. He/ She also updates Bank's internal systems like the Daily activity tracker in CRM, Customer Profiling etc for monitoring, accurate reporting and MIS. NON-FINANCIAL SIZE TRV Size Ranging from 25 Cr 100 Cr Number of Branches 2 to 4 selective branches within City/Cluster/Region Number of products and services catering to all banking products & services Volume of products and services As mentioned in their KRA III. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - GI, Asset Products Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc Improve Customer Activation % by sale of defined hooks in the mapped portfolio. Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc

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, with a strong background in Micro Finance and Business Development. 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 support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Minimum 3 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance 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 clients.

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 affordable housing and housing loans. 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 existing clients. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Minimum 4 years of experience in relationship management, preferably in the BFSI industry. Strong knowledge of affordable housing and housing loans. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial products and services is an added advantage. Location - Madurai,Tirunelveli,Sankarankovil,Kanyakumari ,Nagercoil

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 14 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. 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 support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Job Requirements Minimum 14 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance 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.

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 14 years of experience in the BFSI industry, specifically in Micro Finance, Receivables, and Relationship Management. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Develop and implement strategies to increase client engagement and retention. Identify new business opportunities through networking and referrals. 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 a strong understanding of client needs and preferences. Job Requirements Proven experience in relationship management, preferably in micro finance or receivables. Strong communication and interpersonal skills are essential for building rapport with clients. Ability to work in a fast-paced environment and meet deadlines. Excellent problem-solving and analytical skills are needed to resolve complex issues. Experience working with cross-functional teams is required. Strong knowledge of financial products and services, particularly in micro finance, is necessary.

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 14 years of experience in the BFSI industry, with a strong background in Micro Finance, Receivables, and Relationship Management. Roles and Responsibility Manage and maintain relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities and develop strategies to acquire new customers. Conduct regular portfolio reviews and provide insights to improve customer engagement. Collaborate with internal teams to resolve customer complaints and issues. Develop and implement effective collection plans to meet business objectives. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of Micro Finance, Receivables, and Relationship Management principles. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills to analyze data and make informed decisions. Experience working with cross-functional teams to achieve business objectives. Strong understanding of the BFSI industry and regulatory requirements.

Skill required: Record To Report - Account Management Designation: Delivery Lead Manager Qualifications: Any Graduation Years of Experience: 13 to 18 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determiningfinancial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.The team aligns Finance with Business Strategy in order to maximize operational efficiency andeffectiveness by harnessing the power of robotics to accelerate transaction processing, with AI toprovide analysis and commentary and machine learning deployed for matching and reconciliationsThis team is responsible for leading the transformation agenda for our clients by helping themimprove finance function performance within the context of their organizations strategies. The teamleads growth and mining in existing F&A accounts for industry segments. Procure to Pay (PTP), Record to Report (RTR), Order to cash (OTC), Finance Processes (FPNA),Tax and Treasury towers to provide best in the class industry view, support existing engagements,diagnostic, due diligence, client co-design workshops, transformation engagement, drive existingclient portfolios. The team works on Industry Digital F&A technologies & leading tools, automation,AI, and Analytics. What are we looking for Record To ReportAbility to work well in a teamCommitment to qualityWritten and verbal communicationAbility to manage multiple stakeholdersAbility to meet deadlines Roles and Responsibilities: In this role you are required to identify and assess complex problems for area of responsibility The person would create solutions in situations in which analysis requires an in-depth evaluation of variable factors Requires adherence to strategic direction set by senior management when establishing near-term goals Interaction of the individual is with senior management at a client and/or within Accenture, involving matters that may require acceptance of an alternate approach Some latitude in decision-making in involved you will act independently to determine methods and procedures on new assignments Decisions individual at this role makes have a major day to day impact on area of responsibility The person manages large - medium sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification Any Graduation