19 Aug
|
Equitas Small Finance
|
Kamptee
19 Aug
Equitas Small Finance
Kamptee
Relationship Manager - Retail Client Acquisition &
- Onboarding: Find and onboard recent retail clients through networking, referrals, and local promotional activities.
Portfolio Management: Maintain long-term, trust-based relationships with existing retail customers. Cross-Selling &
- Sales Targets: Meet revenue and sales goals by offering tailored banking, investment, and loan products.
Customer
Service &
- Support: Resolve client queries, process requests, and handle service escalations quickly. Cross-Functional Coordination: Work with internal credit, operations, and product teams to ensure smooth transaction execution and loan disbursements. Compliance &
- Records: Keep accurate client records in CRM systems and follow internal audit and regulatory standards.
📌 Retail Relationship Manager (Kamptee)
🏢 Equitas Small Finance
📍 Kamptee