1. Client Acquisition & Onboarding: Identify and acquire current retail banking clients through local networking, referrals, and outreach.
Complete verification and on-boarding checks according to bank policies.
2. Portfolio Management: Act as the primary point of contact for an assigned portfolio of retail customers, nurturing relationships based on trust and professional credibility.
3. Financial Advisory: Analyze individual customer financial needs and objectives to recommend suitable retail banking products, such as savings accounts, fixed deposits, credit cards, insurance, and retail loans.
4. Cross-Selling & Revenue Growth: Increase wallet share and generate revenue by cross-selling and up-selling relevant financial services and products.
5. Customer Service & Issue Resolution: Handle daily service requests, coordinate with internal branch operations or departments, and resolve client complaints quickly and professionally.
6. Compliance & Reporting: Maintain accurate Management Information System (MIS) records, track client interactions, and ensure strict compliance with internal audit and regulatory guidelines.
📌 Skill (Dhule)
🏢 Equitas Micro Finance India
📍 Dhule
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