05 Nov
|
equitas small finance bank
|
Nashik
05 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