Relationship Manager - Retail 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.
Other Details
It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.
More about this Retail Relationship Manager job
What are the eligibility criteria for this Retail Relationship Manager job?
Ans : Candidates should have All Education levels with 2-7 years of experience for this Retail Relationship Manager job offered by Equitas Small Finance Bank in Karanja, Washim.
What salary is offered for this Retail Relationship Manager job?
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 Karanja, Washim.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Retail Relationship Manager job is open for both male and female candidates.
Where is this job located?
Ans : This Retail Relationship Manager job is located in Karanja, Washim.
Why should you apply for this Retail Relationship Manager job?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.