16 Aug
|
equitas small finance bank
|
India
16 Aug
equitas small finance bank
India
- Client Acquisition: Find and onboard recent individual, corporate, or high-net-worth clients.
- Portfolio Management: Oversee and grow an assigned portfolio of accounts, deposits, loans, or investments.
- Cross-Selling: Recommend relevant banking products such as insurance, mutual funds, credit cards, and forex services.
- Customer Service: Serve as the main point of contact for inquiries, requests, and fast issue resolution.
- Risk & Compliance: Conduct Know Your Customer (KYC) checks and monitor credit or compliance risks.
- Target Achievement: Meet monthly and yearly sales, revenue, and portfolio growth targets.
📌 Relationship Manager - MF (India)
🏢 equitas small finance bank
📍 India