Client Management: Build and maintain long-term trust as the main point of contact for inquiries, account reviews, and personalized financial planning.
Sales & Cross-Selling: Meet targets by identifying prospects to upsell loans, credit cards, insurance, and mutual funds.
Problem Solving: Resolve service issues, handle escalations, and coordinate with internal credit or operations teams.
Risk & Compliance: Conduct KYC checks, assess onboarding risks, and adhere to internal banking regulations
📌 Relationship Manager Mf Maharashtra
🏢 equitas small finance bank
📍 Maharashtra
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