Client Acquisition & Onboarding: Acquire current retail customers through skilled networking, referrals, and trust-building.
Portfolio Management: Act as the primary point of contact for existing retail clients, handling ongoing account servicing.
Cross-Selling & Revenue Growth: Promote and cross-sell appropriate retail banking or financial products (e.g., savings accounts, loans, investments) matching customer goals.
Issue Resolution: Investigate and resolve product or service complaints by collaborating with internal credit, operations, or support teams.
Market Insights: Track local market trends and competitor offerings to provide feedback to central product and policy teams.
📌 Relationship Manager Retail Dhule (India)
🏢 equitas small finance bank
📍 India
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