Relationship Manager - MF (Nashik)

Relationship Manager - MF (Nashik)

04 Nov
|
equitas small finance bank
|
Nashik

04 Nov

equitas small finance bank

Nashik

- - Client Engagement & Onboarding: Welcome recent clients, guide them through KYC and documentation, and maintain regular communication via calls, emails,

- Sales & Cross-Selling: Promote financial or corporate products (such as accounts, loans, insurance, and mutual funds) to meet assigned revenue or deposit targets.

- Issue Resolution: Handle customer inquiries, process service requests within turnaround time (TAT), and resolve complaints effectively.

- CRM & Record Keeping: Maintain accurate, up-to-date interaction logs, client profiles, and compliance data in customer relationship management (CRM) systems.

- Compliance: Adhere strictly to internal policies, Anti-Money Laundering (AML) standards, and local banking or industry regulations.

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

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