- Acquire recent 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.
📌 Skill (Nagpur)
🏢 Equitas Micro Finance India
📍 Nagpur
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