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 recent accounts.
Customer Service & Relationship Management
- Serve as the main point of contact for assigned retail clients.
Review customer financial goals and recommend easy, approved banking solutions.
Solve customer problems or queries quickly to keep clients happy and loyal.
📌 Relationship Manager Retail Western India
🏢 equitas small finance bank
📍 India
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