Equitas Small Finance Bank
Relationship Manager - Retail
- Location Inclusive Banking - SBL, West, Maharashtra, Nashik, Nagpur, Akola, 9067, Buldhana
- Experience 1-3 yrs
- Job type Full-time
- Posted 18 Oct 2026
You will be taken to Equitas Small Finance Bank’s own careers page to apply. Job ID EQU/RM-R/1899109.
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
