Relationship Manager - Retail (Western India)

Relationship Manager - Retail (Western India)

27 Sep
|
equitas small finance bank
|
Western India

27 Sep

equitas small finance bank

Western India

Client Acquisition & Sales

- - Find and bring in recent retail banking customers through professional networking and direct outreach.

- Cross-sell and up-sell bank products like loans, insurance, and mutual funds based on customer needs.

- Meet monthly and yearly targets for revenue and new accounts.

2. Customer Service & Relationship Management

- - Serve as the main point of contact for assigned retail clients.

- Review customer financial goals and recommend simple, approved banking solutions.

- Solve customer problems or queries quickly to keep clients happy and loyal.

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

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