Relationship Manager - Retail
Equitas Small Finance Bank
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - Retail
- Client Acquisition & Onboarding:
- Acquire new high-value retail clients via networking and referrals.
- Complete KYC and compliance checks during client onboarding.
Portfolio & Account Management:
- Serve as the main point of contact for client queries and requests.
- Monitor account activities and maintain up-to-date client records.
- Advisory & Cross-Selling:
- Assess personal financial goals and risk appetites.
- Cross-sell banking products like mortgages, credit cards, and insurance.
- Recommend investment and wealth management options
Job role
Job requirements
About company
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The candidate should have completed the required education and people who have 2 to 3 years are eligible to apply for this job. You can apply for more jobs in Kolhapur 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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