Retail Relationship Manager
Equitas Small Finance Bank Verified employer
Actively hiring · Posted 1d ago · JEV2609F57BD21A39
Job description
Relationship Manager - Retail Client Acquisition & Onboarding: Find and onboard new retail clients by building trust and following banking compliance rules like KYC (Know Your Customer). Portfolio Management: Maintain and grow relationships with existing retail clients to increase wallet share and account balances. Financial Advisory: Assess client financial goals and recommend suitable banking, lending, investment, or insurance products. Cross-Selling & Revenue Generation: Promote bank products such as savings accounts, credit cards, personal loans, and wealth management solutions. Customer Support & Retention: Resolve daily service queries, handle issues swiftly, and ensure long-term client loyalty. Cross-Team Collaboration: Work with internal operations, sales, and risk teams to deliver smooth customer service.
How to apply
- Sign in or create your free profile — takes about two minutes.
- Apply with one tap — your profile is shared directly with Equitas Small Finance Bank.
- Track your application and get updates by email and WhatsApp.