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
What are the eligibility criteria for this Retail Relationship Manager job?
Ans : Candidates should have All Education levels with 2-3 years of experience for this Retail Relationship Manager job offered by Equitas Small Finance Bank in Sindhi Colony, 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 Sindhi Colony, 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 Sindhi Colony, 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
Sindhi Colony, Hinganghat
2 - 3 years Experience in Sales / Business Development
Full Time
