22 Aug
|
equitas small finance bank
|
India
22 Aug
equitas small finance bank
India
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.
📌 Relationship Manager Retail Nagpur (India)
🏢 equitas small finance bank
📍 India