Client Acquisition: Bring in recent retail customers through qualified 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 recent 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 Western India
🏢 equitas small finance bank
📍 Western India