Client management: Act as the main point of contact for inquiries, requests, and portfolio updates.
Business growth: Identify cross-selling and upselling opportunities for loans, insurance, and investment products.
Recent acquisitions: Source and onboard current high-net-worth or corporate clients.
Issue resolution: Handle service complaints and solve customer problems quickly.
Risk and compliance: Conduct Know Your Customer (KYC) reviews and assess credit risks.
📌 Relationship Manager Nashik
🏢 equitas small finance bank
📍 Nashik
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