Equitas Small Finance Bank
Relationship Manager - Retail
India
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- Seniority
- Lead / management
- Country
- IN
- Work mode
- On-site / unstated
- First seen by hirly
- 25 Sept 2026
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the posting
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.
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