Branch Relationship Executive - UCV

Equitas Small Finance Bank; Jaipur, Shahpura; On-site; INR 420,000 - 620,000; Full time

Job summary

Equitas Small Finance Bank in Jaipur (Shahpura branch) invites an experienced Branch Relationship Executive for the UCV team in the North zone. The role requires 4–5 years of relevant experience in branch banking sales and relationship management, with a focus on UCV disbursement and loan processes.

You will manage portfolios, monitor quality, and ensure timely completion of due diligence and training milestones while upholding strict process and compliance standards.

Qualifications

• 4–5 years of relevant branch banking sales/relationship experience.
• Experience in UCV or credit/loan disbursal processes preferred.
• Excellent communication and client management skills.

Responsibilities

• Deliver UCV disbursements as per productivity norms.
• Manage, monitor & track portfolio quality within threshold limits.
• Complete PDD on time for loans disbursed.
• Pursue self development with regular team trainings.
• Ensure process orientation and audit scores meet targets.

Skills

Innovation Led Transformation

Result Orientation

Execution Excellence

Weaving Passion

Energy at Work

Job description

• Emerging Enterprise Banking>North>Rajasthan>Rajasthan>Jaipur>Jaipur>Rajasthan>16073>Shahpura

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

State Rajasthan

Region Rajasthan

Area Jaipur

PT Location Rajasthan

Branch Code 16073

Branch Name Shahpura

Skills

Skill

Innovation Led Transformation Result Orientation with Execution Excellence Leveraging Human Capital Weaving Passion and Energy at Work

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