Equitas Small Finance Bank
Relationship Manager - Retail
- Location Inclusive Banking - SBL, West, Maharashtra, Nashik, Nagpur, Wardha, 9133, Wani
- Experience 1-3 yrs
- Job type Full-time
- Posted 10 Oct 2026
You will be taken to the employer’s own careers page to apply.
Job details
- Job ID
- EQU/RM-R/1890039
Job description
- 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
Required skills
Customer Focus, Team Working