Branch Relationship Executive - UCV

Equitas Small Finance Bank; Gurugram District; On-site; INR 450,000 - 600,000; Full time

Job summary

Equitas Small Finance Bank is seeking a Branch Relationship Executive - UCV for the Gurgaon branch in North Zone. The permanent, on-site role targets branch-level relationship development, UCV disbursements, and portfolio quality management within defined productivity and audit thresholds.

The candidate should have 4–5 years of relevant experience, with a focus on field sales, customer focus, and process orientation.

Qualifications

• Experience in field relationship management and sales targets.
• Knowledge of UCV product line and disbursement processes.
• Proven ability to manage client relationships and contribute to revenue goals.

Responsibilities

• Deliver UCV disbursements per productivity norms and targets.
• Manage and monitor portfolio quality; keep ED cases within thresholds.
• Complete PDD on time for loans disbursed.
• Engage in self-development; maintain training for team members.
• Maintain process orientation; ensure audit scores meet targets.

Skills

Strategic Orientation

Leadership Through Sustainability

Customer Focus

Innovation Transformation

Business Leadership

Job description

Posted On 30 Oct 2026

End Date 29 Nov 2026

Required Experience 4 - 5 years

Basic Section

No. Of Openings 1

External Title Branch Relationship Executive - UCV

Employment Type Permanent

Employment Category Field

Organisational

Entity Equitas Small Finance Bank

Business Unit Assets

Department UCV

Generic Role Sales Officer

External Title (Job Role) Branch Relationship Executive - UCV

Zone North

Branch Code 20018

Branch Name Gurgaon

Skills

Skill

Strategic Business Orientation Leadership Through Sustainability Customer Focus Innovation Led Transformation

1 Deliver UCV disbursemet as per productivity norms 40% Actual Disbursement Vs Objectives As per annexure 1

2 Manage, Monitor & Track the portfolio quality by keeping the ED cases as per threshold limits 15% % Achievement As per annexure 2

3 Completion of PDD on time for the loans disbursed 15% % Achievement As per annexure 3

4 Self Development 5% Average Mandays of Training per Team Member As per annexure 4

5 Process Orientation 5% Audit score As per annexure 5

Annexure - 1

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

Officer - Sales (Avg Disbursment / month) > Rs. 23.0 lacs Rs. 20.1 - Rs. 23.0 lacs Rs.17.1 - 20.0 lacs Rs. 15.0 - Rs. 17.0 lacs < Rs. 15.0 lacs

Assistant Manager - Sales (Avg Disbursement/month) > Rs. 29.0 lacs Rs. 26.1 - Rs. 29.0 lacs Rs. 23.1 - 26.0 lacs Rs. 20.0 - Rs. 23.0 lacs < Rs. 20.0 lacs

Annexure - 2

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

% Achievement >120% 100% - 120% 95% - 100% 85% - 95% <85%

Annexure - 3

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

% Achievement >120% 100% - 120% 95% - 100% 85% - 95% <85%

Annexure - 4

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

Collection >95% 91 - 95% 81-90% 71-80% <71

Annexure-5

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

Average Mandays of Training per Team Member >=3 2.5-2.99 2-2.49 1-1.99 <1