Relationship Manager - Retail

Equitas Small Finance Bank; Nashik; On-site; INR 450,000 - 650,000; Full time

Job summary

Equitas Small Finance Bank in Nashik seeks a Relationship Manager - Retail to acquire and onboard new retail clients, manage a growing portfolio, and cross-sell retail products such as cards, loans, and insurance.

The role requires 4 years of experience in retail banking, based at Nashik Ii branch in Maharashtra. You will handle customer queries, log interactions in CRM, and drive revenue through proactive relationship management.

Qualifications

• Client acquisition & onboarding for new retail customers.
• Portfolio management for retail banking customers.
• Cross-selling of retail products incl. credit cards, personal loans, home loans, and insurance.
• Handle daily customer requests, queries, and complaints.
• CRM tracking and pipeline updates using CRM software.

Responsibilities

• Client acquisition & onboarding for new retail customers.
• Portfolio management for retail banking customers.
• Cross-selling of retail products incl. credit cards, personal loans, home loans, and insurance.
• Handle daily customer requests, queries, and complaints.
• CRM tracking and pipeline updates using CRM software.

Skills

Strategic Business Orientation

Leadership Through Sustainability

Education

B.Com

Tools

CRM Software

Job description

• Inclusive Banking - SBL>West>Maharashtra>Nashik>Nashik>Nashik>Maharashtra>9087>Nashik Ii

Posted On 21 Aug 2026

End Date 20 Sep 2026

Required Experience 4 years

Basic Section

No. Of Openings 1

External Title Relationship Manager - Retail

Employment Type Permanent

Employment Category Field

Closing Date 20 Sep 2026

Organisational

Entity Equitas Small Finance Bank

Business Unit Assets

Division/Function (SBU) Inclusive Banking - SBL

Department Mortgages

Sub-Department Business

Generic Role Relationship Manager

External Title (Job Role) Relationship Manager - Retail

Division Inclusive Banking - SBL

Zone West

State Maharashtra

Region Nashik

Area Nashik

PT Location Maharashtra

Branch Code 9087

Branch Name Nashik Ii

Skills

Skill

Strategic Business Orientation Leadership Through Sustainability

B.COM

Working Language

Hindi

Job Description

• Client Acquisition & Onboarding : Bring in new retail customers through direct outreach, networking, and local market leads.
• Portfolio Management : Maintain and deepen relationships with an assigned base of retail banking customers.
• Cross-Selling & Sales : Recommend tailored retail products such as credit cards, personal loans, home loans, and insurance.
• Issue Resolution : Handle daily customer requests, queries, and complaints quickly and professionally.
• CRM Tracking : Log all client meetings, data inputs, and pipeline updates accurately using CRM software.