Customer Acquisition: Find and onboard current 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
🏢 equitas small finance bank
📍 Nashik
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