Relationship Manager - Retail (India)

Relationship Manager - Retail (India)

24 Aug
|
equitas small finance bank
|
India

24 Aug

equitas small finance bank

India

- Client Acquisition & Onboarding: Bring in current retail customers through direct outreach, networking, and local market leads.

- Portfolio Management: Maintain and deepen relationships with an assigned base of retail banking customers.

- Cross-Selling & Sales: Recommend tailored retail products such as credit cards, personal loans, home loans, and insurance.

- Issue Resolution: Handle daily customer requests, queries, and complaints quickly and professionally.

- CRM Tracking: Log all client meetings, data inputs, and pipeline updates accurately using CRM software.

📌 Relationship Manager - Retail (India)
🏢 equitas small finance bank
📍 India

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