Relationship Manager - MF
Equitas Small Finance Bank
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - MF
- Client Acquisition & Onboarding: Find and onboard new retail customers through local networking, referrals, and direct outreach.
- Portfolio Management: Maintain long-term relationships with retail clients and act as their main point of contact for daily banking and financial needs.
- Financial Advisory: Assess customer goals to recommend appropriate banking products, such as savings accounts, loans, investments, or insurance.
- Cross-Selling & Targets: Meet business growth and sales targets by promoting additional bank services to existing clients.
- Service Coordination: Work with internal credit, operations, and support teams to ensure smooth transaction processing and issue resolution.
- Compliance & Records: Keep accurate customer records in CRM tools and follow regulatory guidelines and bank policies.
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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 Malegaon 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.
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