Relationship Manager - MF (Western India)

Relationship Manager - MF (Western India)

14 Sep
|
equitas small finance bank
|
Western India

14 Sep

equitas small finance bank

Western India

- - Maintain and deepen relationships with an assigned base of retail, affluent, or High Net Worth (HNI) customers.

- Sales & Growth: Achieve targets for Current Account Savings Account (CASA) growth, deposits, retail loans, and investment products.

- Cross-Selling: Identify client needs to cross-sell mutual funds, insurance, credit cards, and forex products.

- Client Acquisition: Source recent-to-bank retail customers through open market referrals, local networking, and branch channels.

- Customer Service: Serve as the primary point of contact for resolving queries and service requests within defined turnaround times (TAT).

- Compliance & Risk: Ensure adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and internal bank operational policies.

📌 Relationship Manager - MF (Western India)
🏢 equitas small finance bank
📍 Western India

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