- 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.
Portfolio Management: Act as the primary point of contact for an assigned portfolio of retail customers, nurturing relationships based on trust and qualified credibility.
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.
Cross-Selling & Revenue Growth: Increase wallet share and generate revenue by cross-selling and up-selling relevant financial services and products.
Customer Service & Issue Resolution: Handle daily service requests, coordinate with internal branch operations or departments, and resolve client complaints quickly and professionally.
Compliance & Reporting: Maintain accurate Management Information System (MIS) records, track client interactions, and ensure strict compliance with internal audit and regulatory guidelines.

📌 Relationship Manager Retail Maharashtra (India)
🏢 equitas small finance bank
📍 India