- Client Acquisition & Onboarding: Find and onboard current retail clients through networking, referrals, and local marketing campaigns.
- Portfolio Management: Maintain regular contact with existing customers to understand their changing financial or product needs.
- Cross-Selling & Revenue Goals: Promote and cross-sell relevant products (such as savings accounts, loans, insurance, or credit cards) to meet monthly and quarterly revenue targets.
- Customer Service & Retention: Solve client complaints or questions quickly, ensuring high satisfaction and low account turnover.
- Cross-Functional Teamwork: Work closely with operations, credit, and support teams to process requests, loan applications, or issue resolutions smoothly.
- Compliance & Records: Keep accurate daily records of client interactions in CRM tools while following company rules and industry regulations.
📌 Relationship Manager - Retail (India)
🏢 equitas small finance bank
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.