Customer Acquisition: Onboard current retail clients by identifying local market prospects, cold-calling, and networking.
Portfolio Management: Maintain and deepen relationships with existing customers using a 360-degree banking approach.
Financial Advising: Analyze client needs to recommend suitable financial products like savings accounts, loans, and investments.
Cross-Selling and Sales Targets: Identify upsell and cross-sell opportunities to meet individual performance and revenue targets.
Issue Resolution: Act as the main point of contact to resolve client complaints and handle account inquiries quickly.
Cross-Functional Collaboration: Work with internal operations, sales, and credit teams to ensure smooth product delivery and loan processing
📌 Relationship Manager Mlap Nashik
🏢 equitas small finance bank
📍 Nashik
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