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.
Other Details
It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.
More about this Retail Banking Relationship Manager job
What are the eligibility criteria for this Retail Banking Relationship Manager job?
Ans : Candidates should have All Education levels with 2-7 years of experience for this Retail Banking Relationship Manager job offered by Equitas Small Finance Bank in Pimpri Chinchwad, Pune.
What salary is offered for this Retail Banking Relationship Manager job?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Retail Banking Relationship Manager job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Pimpri Chinchwad, Pune.
How many vacancies are there for this Retail Banking Relationship Manager job?
Ans : There is 1 vacancy for this Retail Banking Relationship Manager role.
Is this job open for all genders?
Ans : Yes, this Retail Banking Relationship Manager job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Retail Banking Relationship Manager position is Pimpri Chinchwad, Pune.
What makes this Retail Banking Relationship Manager job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.
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Equitas Small Finance Bank
Pimpri Chinchwad, Pune
2 - 6+ years Experience in Sales / Business Development
Full Time
