Walk-in || We Are Hiring - Elite Relationship Manager

Department Icon BFSI (Operations & Lending)
Posted: 1 week ago
5-10 years
Madurai(Checkanurani +11), Nagercoil(Vadasery +1)
BFSI (Operations & Lending)
work from office
Full Time
Closes 3 Jan 2027

Posted: 1 week ago
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Job Description

Key Responsibilities

  • 1. Acquisition of new Customers and Increase book size.
  • 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals Domestic and NR.
  • 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
  • 4. Responsible for catering the investment needs of clients by providing them research based advises.
  • 5. Interfacing all queries of Clients and understanding their investment needs.
  • 6. Manage portfolios of clients and offer them investment solutions.
  • 7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.
  • 8. Promote high quality sales, supply and customer service processes
  • 9. Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)

Skills

HiringAcquisitionCasaHNI AcquisitionCurrent AccountSaving AccountManagementHNISalesAcquisitionAdvisoryWealthWealth Management

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About Company

Equitas Small Finance Bank is a new-age bank transforming the way banking is done, through innovations in products, processes and people. We believe in banking with a heart. It is our purpose to empower lives through banking and to provide access to financial services to the unbanked and underbanked.

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