3636 Wealth Management Jobs - Page 8

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with microfinance or mutual funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds is essential. Strong knowledge of financial products and services, including mutual funds, is required. Excellent communication and interpersonal skills are necessary to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets is expected. Strong analytical and problem-solving skills are needed to identify new business opportunities. Experience working with small finance banks or similar institutions is preferred.

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 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 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 Proven experience as a Relationship Manager in micro finance or business development. Strong understanding 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 cross-functional teams to achieve business objectives. Location - Nashik,Nagpur,Wardha,Pusad

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 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 4 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. Any Graduate or Postgraduate degree from a recognized institution.

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 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 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 and building strong relationships with clients. Location - Mayiladuthurai , Tiruchirapalli , Pudukkottai , Aranthangi

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 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 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 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 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 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 1-4 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 customer satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. 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 cross-functional teams to achieve business objectives.

We are looking for a highly experienced and skilled Branch Business Head to lead our Emerging Enterprise Banking team in Equitas Small Finance Bank. The ideal candidate will have 1-11 years of experience in the BFSI industry, with a strong background in assets management and business development. Roles and Responsibility Develop and implement strategies to drive business growth and expansion in the Emerging Enterprise Banking sector. Manage and oversee daily branch operations, ensuring efficient use of resources and adherence to regulatory requirements. Build and maintain relationships with key stakeholders, including clients, partners, and internal teams. Identify new business opportunities and develop plans to capitalize on them. Lead and motivate a team of professionals to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven track record of success in managing teams and driving business growth. Strong knowledge of assets management, financial products, and services. Excellent communication, leadership, and interpersonal skills. Ability to work in a fast-paced environment and adapt to changing circumstances. Strong analytical and problem-solving skills with attention to detail. Experience working in a similar role within the BFSI industry is preferred. Location - Emerging Enterprise Banking,South,Tamil Nadu,Tamil Nadu 2,Madurai,Madurai,Virudhunagar,1342,Virudhunagar

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 MLAP. Roles and Responsibility Manage relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to meet or exceed monthly targets. Collaborate with internal teams to provide comprehensive solutions to clients. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the community. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Micro Finance or MLAP. Strong knowledge of financial products and services, including Mutual Funds and Loans. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills, with attention to detail. Experience working with cross-functional teams, including sales, marketing, and operations.

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Temenos Transact Good to have skills : Temenos Transact DevelopmentMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring successful project delivery. Roles & Responsibilities:- Must be able to understand the requirements, functional solution, provide technical solutions and do development based on the requirements- Must have worked in TPH implementation and payment projects- Strong understanding of Retail/corporate/wealth banking/payment process - Prior experience of understanding and writing BRD, FSD, IRD is must- Able to manage team members by allocating tasks on daily basis- Monitor & report completion status and issues to project manager Professional & Technical Skills: - Must To Have Skills: Proficiency in Temenos Transact, Temenos Transact Development- Must have good experience and Understanding of Banking and payment processes, workflows and related modules- Strong understanding of Core modules, Payments, SWIFT, TPH, Arrangement Architecture, Wealth, TAP etc- Must have experience in IRIS, Payment engine, Interface development, Integration Framework, Web-services, API Development- Ability to be flexible and work analytically in a problem-solving environment- Excellent communication written oral and interpersonal skills- Experience working in Agile environment- Ability to learn new client applications Additional Information:- The candidate should have a minimum of 7.5 years of experience in Temenos Transact- This position is based at our Hyderabad office- A 15 years full-time education is required Qualification 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Temenos Transact Good to have skills : Temenos Transact DevelopmentMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring seamless communication within the team and stakeholders. Roles & Responsibilities:- Must be able to understand the requirements, provide technical solutions and do development based on the requirements- Strong understanding of Retail/corporate/wealth banking/payment process - Prior experience of understanding and writing BRD, FSD, TSD IRD is must- Able to manage team members by allocating tasks on daily basis- Monitor & report completion status and issues to project manager Professional & Technical Skills: - Must Have Skills: Temenos Transact Development, Temenos Technical, AA, Java- Strong understanding of Core modules, Payments, SWIFT, TPH, Arrangement Architecture, Wealth, etc- Must have experience in AA, L3 customization (Version, Enquiry, COB, OFS, Info basic, Delivery module and packaging) IRIS, Java, Payment engine, Interface development, Integration Framework, Web-services, API Development- Ability to be flexible and work analytically in a problem-solving environment- Excellent communication written oral and interpersonal skills- Experience working in Agile environment- Ability to learn new client applications Additional Information:- The candidate should have a minimum of 5 years of experience in Temenos Transact- This position is based at our Hyderabad office- A 15 years full-time education is required Qualification 15 years full time education

Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

: 100% open market and field job-Target driven. Acquisition of Saving/Currentaccount from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product frommapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieveSaving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age Upto 25 Years

JOB ROLE Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. JOB REQUIREMENT Blend of service and sales orientation MBA / Graduate Minimum work exp. 1 year

Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branches / customers well. Must be Techno Savvy and should be well versed with latest computer skills. Should work with Mantra of Speed, Scale and Skill. Able to source W orking capital Loan and Term Loan facilities to Agri Related Industries and Food Processing and Agro Processing Industries , Agri Ware House Finance , Cold Storage Finance , Agri Infra Project finance and responsible for overall Quality Business along with size of business. Must have basic knowledge of working capital finance along with understanding of reading balance sheet and P & L. Candidate also having good knowledge about properties / legal will have edge over others since it is a Mortgage Business and loans are secured by properties. Candidate with Knowledge of local area, strong networking and negotiation skill will have edge over others. Sourcing of New Customers and ensure month on month disbursement having ticket size from Rs. 2 crore to Rs. 40 crore. Each RM is expected to do minimum 2 New Cases per month. Also he is expected to maintain and renew limits of Existing portfolio. He is expected to meet and appoint New CAs / Financial Consultants, DMAs, Kotak Bank Branch and source business on daily basis. Candidate should have excellent follow-up Management skills. Ensure that Customer requirements and complaints are serviced at the local level with speed and quality. Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service Closely work with credit team for managing client expectation and effective risk management Candidate should be willing to run extensively for sourcing the business as the profile is 80% of Filed Job and 20% of Office job. Must have Own Vehicle with valid driving license. Post Graduate Diploma / Post Graduate in Banking and Finance / And (Major / Minor) Marketing and Finance will have edge over others Strong oral and written Communication Relationship Management Skill

Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branches / customers well. Must be Techno Savvy and should be well versed with latest computer skills. Should work with Mantra of Speed, Scale and Skill. Able to source W orking capital Loan and Term Loan facilities to Agri Related Industries and Food Processing and Agro Processing Industries , Agri Ware House Finance , Cold Storage Finance , Agri Infra Project finance and responsible for overall Quality Business along with size of business. Must have basic knowledge of working capital finance along with understanding of reading balance sheet and P & L. Candidate also having good knowledge about properties / legal will have edge over others since it is a Mortgage Business and loans are secured by properties. Candidate with Knowledge of local area, strong networking and negotiation skill will have edge over others. Sourcing of New Customers and ensure month on month disbursement having ticket size from Rs. 2 crore to Rs. 40 crore. Each RM is expected to do minimum 2 New Cases per month. Also he is expected to maintain and renew limits of Existing portfolio. He is expected to meet and appoint New CAs / Financial Consultants, DMAs, Kotak Bank Branch and source business on daily basis. Candidate should have excellent follow-up Management skills. Ensure that Customer requirements and complaints are serviced at the local level with speed and quality. Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service Closely work with credit team for managing client expectation and effective risk management Candidate should be willing to run extensively for sourcing the business as the profile is 80% of Filed Job and 20% of Office job. Must have Own Vehicle with valid driving license. Post Graduate Diploma / Post Graduate in Banking and Finance / And (Major / Minor) Marketing and Finance will have edge over others Strong oral and written Communication Relationship Management Skill

Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients

Job Role Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. Detailed Performance analysis of client portfolios and periodical review the portfolio Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. Assist RM in acquiring new Drive sales of Financial products to suitable client portfolios Job Requirements 6-8 years of experience in financial & banking industry with relevant experience in investments High understanding of investment ideas across equity , fixed income and Alternates from a client suitability point of view High understanding of investment products Ability to initiate and hold interactions with HNI Clients and deepen the relationships.

Job role: Handle current portfolio of Light Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.

CEC Team Leader - Inbound - Credit Cards Department Customer Experience Center Location Thane/Noida/Bangalore Reporting Relationship CEC Team Manager- Inbound Position Grade Manager Job Role Responsible for managing a team of 15-18 officers handling inbound calls in Credit Cards Manage Team to deliver on Quality, Call productivity, Sales, and Shrinkage as per the defined benchmarks Manage Floor to monitor discipline on floor, resolve officers queries to assist customers, raise issues to respective dept. for resolution, update officers on process/product updates, workstation availability, shrinkage, etc. Manage escalated customer calls (complaints) with end-to-end resolution Graduate Minimum 5 to 6 years of relevant experience in servicing of financial products and at least one year in managing a team Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Leadership skills including team motivation, make team adaptable to changes, deliver overall SOPs, etc Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

To source new working capital business from assigned geography. Managing existing portfolio of working capital. Achieving desired profitability from allotted portfolio. Referral generation from existing portfolio. Monitoring portfolio performance. Deeping of existing relationship. PDD Management & Cross Cell. Collaborate with trade finance, CMS, Operations, Treasury, Legal & Branch Banking team for seamless customer service. Experience of working capital/CC/OD/BG/LAP/infrastructure funding is required. Sound knowledge & understanding of financials and balance sheet. Ticket size Rs 5 to 50 cr. Experience of infrastructure industry would be added an advantage.

: 100% open market and field job-Target driven. Acquisition of Saving/Currentaccount from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product frommapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieveSaving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age Upto 25 Years

Opportunity to work with Best Bank of Country Kotak Mahindra Bank Department Agri Business Group (Agri SME Working Capital Loans) Job Title Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management Reporting to Area Sales Manager (ASM) Location Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate / Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply. Strong oral and written Communication Relationship Management Skill Job Requirements Job Profile