- 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. [1, 2, 3, 4, 5, 6]
- - Client Acquisition: Bring in new 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 (Nashik)
🏢 equitas small finance bank
📍 Nashik