Relationship Manager - Retail
Equitas Small Finance BankJob 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
Similar jobs you can apply for
MarketingMarketing Executive
Oxford InfotechLead Generation Executive
Nexgen SolutionsGuest Relation Executive
Impresario Entertainment & Hospitality
Branch Sales Manager
Divine HR SolutionsSales Executive
Joy StudioSenior Relationship Manager
Hdfc Bank LimitedYou 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 Pune 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 Pune at apna.
No work-related deposit needs to be made during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is . For more details, download apna app and find Full Time jobs in Pune . Through apna, you can find jobs in 64 cities across India. Join NOW!