Relationship Manager - Retail (Nashik)

Relationship Manager - Retail (Nashik)

01 Oct
|
equitas small finance bank
|
Nashik

01 Oct

equitas small finance bank

Nashik

- Client Acquisition: Onboard recent retail banking customers via networking and referrals.

- Portfolio Management: Oversee and deepen engagement within an assigned client base.

- Cross-Selling: Offer savings accounts, loans, insurance, and wealth solutions.

- Financial Advisory: Assess client financial needs and recommend suitable bank products.

- Service Delivery: Collaborate with internal product and operations teams to resolve queries.

- Compliance: Adhere strictly to internal risk policies and regulatory requirements.

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

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