Retail Relationship Manager
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - Retail
- Portfolio Management: Cultivate and nurture long-term relationships with mapped clients, acting as their trusted financial advisor.
- Sales & Cross-selling: Analyze client needs to cross-sell and upsell products such as savings accounts, fixed deposits, mutual funds, mortgages, and insurance.
- Customer Service: Act as a single point of contact to address queries, resolve escalations quickly, and ensure service excellence throughout the customer lifecycle.
- Business Development: Acquire New-to-Bank (NTB) customers through networking, local events, and leveraging existing client referrals.
- Compliance & Reporting: Ensure all financial transactions and interactions comply with banking regulations and internal policies, while maintaining accurate logs in Customer Relationship Management
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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 Hinganghat to get hired quickly.
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