Relationship Manager - Retail

Equitas Small Finance Bank; Pune District, Ahmednagar; On-site; INR 500,000 - 700,000; Full time

Job summary

Equitas Small Finance Bank is hiring a Relationship Manager - Retail in Maharashtra's Pune region. You will acquire new retail clients, onboard them with compliance, and grow an active portfolio by cross-selling banking products.

You will advise on loans, deposits, investments, and insurance, while maintaining high service standards and building long-term relationships with customers in a dynamic retail banking environment.

Qualifications

• 3+ years of experience in retail banking or relationship management.
• Proven ability to acquire and onboard retail clients while complying with KYC.
• Strong advisory skills for banking, lending, investments, and insurance products.

Responsibilities

• Client acquisition & onboarding while ensuring KYC compliance.
• Portfolio management to grow wallet share and balances.
• Provide financial advice across banking products.
• Cross-sell savings accounts, cards, loans, and wealth solutions.
• Handle daily service queries and maintain client loyalty.
• Collaborate with operations, sales, and risk teams for smooth service.

Skills

Strategic Business Orientation

Leadership Through Sustainability

MBA

Job description

Posted On 17 Sep 2026

End Date 17 Oct 2026

Required Experience 3 years

Basic Section

No. Of Openings 1

External Title Relationship Manager - Retail

Employment Type Permanent

Employment Category Field

Closing Date 17 Oct 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 Pune

Area Pune

PT Location Maharashtra

Branch Code 9056

Branch Name Ahmednagar

Skills

Skill

Strategic Business Orientation Leadership Through Sustainability

MBA

Working Language

Hindi

Job Description

• Client Acquisition & Onboarding: Find and onboard new retail clients by building trust and following banking compliance rules like KYC (Know Your Customer).
• Portfolio Management: Maintain and grow relationships with existing retail clients to increase wallet share and account balances.
• Financial Advisory: Assess client financial goals and recommend suitable banking, lending, investment, or insurance products.
• Cross-Selling & Revenue Generation: Promote bank products such as savings accounts, credit cards, personal loans, and wealth management solutions.
• Customer Support & Retention: Resolve daily service queries, handle issues swiftly, and ensure long-term client loyalty.
• Cross-Team Collaboration: Work with internal operations, sales, and risk teams to deliver smooth customer service.