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
Other Details
It is a Full Time Sales / Business Development job for candidates with 2 - 3 years of experience.
More about this Retail Relationship Manager job
Who is eligible to apply for this Retail Relationship Manager job at Equitas Small Finance Bank?
Ans : Candidates should have All Education levels for this Retail Relationship Manager job offered by Equitas Small Finance Bank.
How much can you earn in this position?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Retail 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 Akole, Ahmednagar.
How many vacancies are there for this Retail Relationship Manager job?
Ans : There is 1 vacancy for this Retail Relationship Manager role.
Is this job open for all genders?
Ans : Yes, this Retail 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 Relationship Manager position is Akole, Ahmednagar.
What makes this Retail 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.