Branch Receivable Officer

Equitas Small Finance Bank; Nashik District; On-site; INR 400,000 - 620,000; Full time

Job summary

Equitas Small Finance Bank in Nashik seeks a Branch Receivable Officer to manage customer acquisition, portfolio development, and cross-selling within the branch network. The role focuses on onboarding local retail clients through leads, outreach, and networking.

You will resolve account questions, maintain relationships, and track sales progress using CRM, while delivering efficient service. Based in Nashik, the position is permanent and requires experience in related banking functions.

Qualifications

• Strategic business orientation is required.
• Leadership through sustainability is desirable.
• BA or equivalent education is preferred.

Responsibilities

• Customer Acquisition: Find and onboard new retail clients via local leads, direct outreach, and networking.
• Portfolio Management: Maintain and deepen long-term ties with an assigned group of retail customers.
• Cross-Selling: Suggest useful bank products like credit cards, personal loans, home loans, savings accounts, and insurance.
• Issue Resolution: Answer customer questions and solve daily account or service complaints quickly and professionally.
• Tracking & Reporting: Use CRM software to log client meetings, calls, and sales progress

Skills

Strategic Business Orientation

Leadership Through Sustainability

Education

BA

Job description

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

Posted On 09 Sep 2026

End Date 09 Oct 2026

Required Experience 3 years

Basic Section

No. Of Openings 1

External Title Branch Receivable Officer

Employment Type Permanent

Employment Category Field

Closing Date 09 Oct 2026

Organisational

Entity Equitas Small Finance Bank

Business Unit Assets

Division/Function (SBU) Inclusive Banking - SBL

Department Mortgages

Sub-Department Receivables

Generic Role Branch Receivables Officer

External Title (Job Role) Branch Receivable Officer

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

BA

Working Language

Hindi

Job Description

• Customer Acquisition: Find and onboard new retail clients via local leads, direct outreach, and networking.
• Portfolio Management: Maintain and deepen long-term ties with an assigned group of retail customers.
• Cross-Selling: Suggest useful bank products like credit cards, personal loans, home loans, savings accounts, and insurance.
• Issue Resolution: Answer customer questions and solve daily account or service complaints quickly and professionally.
• Tracking & Reporting: Use CRM (Customer Relationship Management) software to log client meetings, calls, and sales progress