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
- 26 Sept 2026
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the posting
Client Acquisition & Sales
Find and bring in new retail banking customers through professional networking and direct outreach.
Cross-sell and up-sell bank products like loans, insurance, and mutual funds based on customer needs.
Meet monthly and yearly targets for revenue and new accounts.
2. Customer Service & Relationship Management
Serve as the main point of contact for assigned retail clients.
Review customer financial goals and recommend simple, approved banking solutions.
Solve customer problems or queries quickly to keep clients happy and loyal.
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