Relationship Manager - Retail
Equitas Small Finance Bank
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - Retail
- Client Acquisition & Onboarding: Identify and acquire new retail banking clients through local networking, referrals, and outreach. Complete verification and on-boarding checks according to bank policies.
- Portfolio Management: Act as the primary point of contact for an assigned portfolio of retail customers, nurturing relationships based on trust and professional credibility.
- Financial Advisory: Analyze individual customer financial needs and objectives to recommend suitable retail banking products, such as savings accounts, fixed deposits, credit cards, insurance, and retail loans.
- Cross-Selling & Revenue Growth: Increase wallet share and generate revenue by cross-selling and up-selling relevant financial services and products.
- Customer Service & Issue Resolution: Handle daily service requests, coordinate with internal branch operations or departments, and resolve client complaints quickly and professionally.
- Compliance & Reporting: Maintain accurate Management Information System (MIS) records, track client interactions, and ensure strict compliance with internal audit and regulatory guidelines.
Job role
Job requirements
About company
You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Kamptee to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Kamptee at apna.
No work-related deposit needs to be made during your employment with the company.
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