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 Pune
🏢 equitas small finance bank
📍 Pune
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