11 Sep
|
equitas small finance bank
|
Malegaon
11 Sep
equitas small finance bank
Malegaon
Relationship Manager - MF Client Acquisition & Onboarding: Find and onboard current retail customers through local networking, referrals, and direct outreach.
Portfolio Management: Maintain long-term relationships with retail clients and act as their main point of contact for daily banking and financial needs.
Financial Advisory: Assess customer goals to recommend appropriate banking products, such as savings accounts, loans, investments, or insurance. Cross-Selling & Targets: Meet business growth and sales targets by promoting additional bank services to existing clients.
Service Coordination: Work with internal credit, operations, and support teams to ensure smooth transaction processing and issue resolution. Compliance & Records: Keep accurate customer records in CRM tools and follow regulatory guidelines and bank policies.
📌 Relationship Manager Mutual Funds Malegaon
🏢 equitas small finance bank
📍 Malegaon