Manage and grow a portfolio of retail banking customers.
Acquire recent customers through referrals, networking, and lead-generation activities.
Understand customer financial requirements and recommend suitable banking products and services.
Cross-sell products such as savings accounts, current accounts, fixed deposits, loans, credit cards, insurance, and investment products.
Ensure achievement of monthly, quarterly, and annual sales targets.
Build long-term relationships through regular customer engagement and service support.
Resolve customer queries and complaints in a timely and qualified manner.
Monitor portfolio performance and identify opportunities for business growth.
Ensure compliance with banking regulations, policies, and KYC requirements.
Maintain accurate customer records and update CRM systems regularly.
📌 Relationship Manager Retail Taware Colony (India)
🏢 equitas small finance bank
📍 India
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