12 Sep
|
equitas small finance bank
|
India
12 Sep
equitas small finance bank
India
Customer Acquisition: Find and onboard recent retail clients via local leads, direct outreach, and networking.
Portfolio Management: Maintain and deepen long-term ties with an assigned group of retail customers.
Cross-Selling: Suggest practical bank products like credit cards, personal loans, home loans, savings accounts, and insurance.
Issue Resolution: Answer customer questions and solve daily account or service complaints quickly and professionally.
Tracking & Reporting: Use CRM (Customer Relationship Management) software to log client meetings, calls, and sales progress
📌 Branch Receivable Officer Nashik (India)
🏢 equitas small finance bank
📍 India