Relationship Manager CA Job in Varanasi at Utkarsh Small Finance Bank

Key Responsibilities:

• Client Portfolio Management: Develop and manage a portfolio of clients, ensuring the delivery of tailored financial solutions that meet their specific needs. 
• Financial Advisory: Leverage CA expertise to provide clients with insights on tax planning, auditing, and compliance with relevant regulations. 
• Business Development: Identify and pursue new business opportunities, expanding the client base and enhancing the institution's market presence. 
• Risk Management: Assess and manage financial risks associated with client portfolios, ensuring adherence to the institution's risk appetite and regulatory requirements. 
• Cross-Selling Products: Promote and sell a range of financial products and services to clients, enhancing their financial well-being and contributing to the institution's revenue growth. 

Qualifications and Skills:

• Educational Background: A Chartered Accountant designation, with a strong foundation in accounting principles and financial regulations.
• Experience: Several years of experience in financial services, with a focus on client relationship management and financial advisory.
• Analytical Skills: Proficiency in financial analysis, risk assessment, and strategic planning.
• Communication Skills: Excellent verbal and written communication abilities, with a talent for building rapport and trust with clients.
• Problem-Solving: Strong analytical thinking skills to identify and address clients' financial challenges effectively.

Utkarsh Small Finance Bank Limited (USFBL),(NSE/BSE UTKARSHBNK) incorporated on April 30, 2016, is engaged in providing banking and financial services with a focus on providing microfinance to the underserved and unserved sections of the country.