Business Development
Source and acquire recent customers for retail banking products.
Generate leads through field visits, referrals, customer meetings, and local market activities.
Promote products such as:
Personal Loans
Home Loans
Loan Against Property (LAP)
Business Loans
Savings & Current Accounts
Insurance and Investment Products
Achieve monthly and annual sales targets.

Relationship Management
Develop and maintain long-term relationships with customers.
Understand customer financial needs and provide suitable product solutions.
Conduct regular customer visits and follow-ups.
Ensure high customer satisfaction and retention.

Portfolio Management
Manage and grow the assigned customer portfolio.
Monitor customer account activity and business potential.
Cross-sell and up-sell relevant banking products.

Customer Service




Resolve customer queries and complaints promptly.
Coordinate with operations, credit, and service teams for smooth processing.
Provide updates to customers regarding application status and service requests.

Documentation & Compliance
Ensure proper collection and verification of KYC and loan documents.
Maintain compliance with internal policies and regulatory requirements.
Ensure accurate and timely data entry in CRM and banking systems.

Market Intelligence
Track competitor activities and market trends.
Identify recent business opportunities within the assigned territory.
Provide feedback to management on customer needs and market developments.

📌 Relationship Manager Retail Pune
🏢 equitas small finance bank
📍 Pune