Relationship Manager - Retail (India)

Relationship Manager - Retail (India)

26 Sep
|
equitas small finance bank
|
India

26 Sep

equitas small finance bank

India

- Client Acquisition: Bring in current retail customers through professional networking, referrals, and outreach.

- Portfolio Management: Maintain ongoing relationships with existing customers to increase wallet share and secure repeat business.

- Financial Advisory: Analyze retail client needs and recommend suitable banking, loan, or investment solutions.

- Cross-Selling & Upselling: Promote additional products and services matching client financial goals.

- Customer Support: Resolve client issues, handle feedback, and coordinate with internal credit or operations teams for smooth service delivery.

- Compliance & Onboarding: Perform account verification and ensure adherence to company and regulatory guidelines.

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

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