Business Development
Generate leads through referrals, field visits, customer interactions, and local market activities.
Acquire current customers for retail banking products such as:
Personal Loans
Home Loans
Loan Against Property (LAP)
Vehicle Loans
Gold Loans
Savings & Current Accounts
Fixed Deposits and Third-Party Products
Achieve monthly, quarterly, and annual sales targets.

Customer Relationship Management
Develop and maintain solid relationships with existing and prospective customers.
Understand customer financial needs and provide suitable product solutions.
Ensure high customer satisfaction and timely resolution of customer queries and complaints.
Conduct regular customer meetings and follow-ups.

Portfolio Management
Monitor and manage assigned customer portfolio.
Cross-sell and up-sell banking and financial products.




Improve customer retention and increase product penetration.

Credit and Documentation
Collect and verify customer KYC and income documents.
Coordinate with credit, operations, and underwriting teams for faster loan processing.
Ensure complete and accurate documentation as per company policies.

Market Intelligence
Track local market developments and competitor activities.
Identify opportunities for business growth.
Provide market feedback to management.

Compliance & Risk Management
Adhere to internal policies, regulatory guidelines, and audit requirements.
Ensure compliance with KYC, AML, and other statutory norms.
Maintain data confidentiality and ethical business practices.

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