Apply with hirly
Relationship Manager - Retail
Equitas Small Finance Bank · India
Upload your resume to see how well you match this job — free, in seconds, no account needed.
Your resume is used only to score it against this job. If you don't create an account, it is deleted within 24 hours.
- Client Acquisition: Bring in new retail customers through professional networking, referrals, and outreach.
- Portfolio Management: Maintain ongoing relationships with existing customers to increase wallet share and secure repeat business.
- Financial Advisory: Analyze retail client needs and recommend suitable banking, loan, or investment solutions.
- Cross-Selling & Upselling: Promote additional products and services matching client financial goals.
- Customer Support: Resolve client issues, handle feedback, and coordinate with internal credit or operations teams for smooth service delivery.
- Compliance & Onboarding: Perform account verification and ensure adherence to company and regulatory guidelines.