15 Sep
|
equitas small finance bank
|
Western India
15 Sep
equitas small finance bank
Western India
Client Acquisition & Onboarding: Bring in current retail customers through direct outreach, networking, and local market leads.
Portfolio Management: Maintain and deepen relationships with an assigned base of retail banking customers.
Cross-Selling & Sales: Recommend tailored retail products such as credit cards, personal loans, home loans, and insurance.
Issue Resolution: Handle daily customer requests, queries, and complaints quickly and professionally.
CRM Tracking: Log all client meetings, data inputs, and pipeline updates accurately using CRM software.
📌 Relationship Manager Retail Western India
🏢 equitas small finance bank
📍 Western India