- Client Acquisition & Onboarding:
- Acquire current high-value retail clients via networking and referrals.
- Complete KYC and compliance checks during client onboarding.
Portfolio & Account Management:
- Serve as the main point of contact for client queries and requests.
- Monitor account activities and maintain up-to-date client records.
- Advisory & Cross-Selling:
- Assess personal financial goals and risk appetites.
- Cross-sell banking products like mortgages, credit cards, and insurance.
- Recommend investment and wealth management options
📌 Relationship Manager - Retail (Akurdi)
🏢 equitas small finance bank
📍 Akurdi
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