Relationship Manager - Retail Portfolio Management: Serve as the primary point of contact for assigned retail or high-net-worth (HNI) clients. Conduct periodic reviews to understand financial goals. Sales & Business Development: Acquire new-to-bank (NTB) customers. Drive targets for CASA, fixed deposits, retail loans, credit cards, and forex. Cross-Selling & Wealth Management: Pitch third-party products like mutual funds, life insurance, and investment plans to increase wallet share. Customer Service & Resolution: Resolve daily queries and service requests within defined turnaround times (TAT). Compliance & Risk: Adhere strictly to KYC, AML, and internal bank operational guidelines to prevent mis-selling.
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 Shahalangadi, Hinganghat.
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 Shahalangadi, Hinganghat.
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 Shahalangadi, Hinganghat.
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.
A Naukri Group company
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Equitas Small Finance Bank
Shahalangadi, Hinganghat
2 - 6+ years Experience in Sales / Business Development
Full Time
