Relationship Manager - Retail (Pune)

Relationship Manager - Retail (Pune)

01 Oct
|
equitas small finance bank
|
Pune

01 Oct

equitas small finance bank

Pune

- Client Acquisition: Find and onboard new retail clients through trusted qualified networking and outreach.

- Financial Advising: Analyze client needs and recommend appropriate retail banking or financial products (e.g., accounts, loans, investments).

- Account Servicing: Handle day-to-day requests, queries, and proactive check-ins to retain customers.

- Cross-Selling: Identify opportunities to introduce additional bank services or up-sell financial solutions.

- Issue Resolution: Address and resolve customer complaints quickly to preserve trust.

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

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