Key Responsibilities
Acquisition of current Customers and Increase book size.
Establish smooth relationships with current & existing clientele to generate new business and to solicit referrals Domestic and NR.
Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
Responsible for catering the investment needs of clients by providing them research based advises.
Interfacing all queries of Clients and understanding their investment needs.
Manage portfolios of clients and offer them investment solutions.
Investment Advisory to current and existing Clients and achieve revenue targets monthly.
Promote high quality sales, supply and customer service processes
Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)
📌 Walk In We Are Hiring Elite Relationship Manager Madurai
🏢 equitas small finance bank
📍 Madurai
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