Branch Relationship Executive - UCV

PeopleStrong Pte Ltd; Lucknow; On-site; INR 300,000 - 420,000; Full time

Job summary

Equitas Small Finance Bank in Lucknow invites applications for the Branch Relationship Executive - UCV. Based at the Lucknow branch, you will drive UCV disbursements, manage the portfolio, and coordinate with sales and credit teams.

The role requires 4–5 years of field sales experience in banking or financial services, with strong customer focus and communication skills. It is a permanent, on-site position in the North zone.

Qualifications

• 4–5 years of field sales or relationship management experience.
• Experience in retail banking or NBFC is a plus.
• Strong customer orientation and communication skills.

Responsibilities

• Deliver UCV disbursements as per productivity norms.
• Manage, monitor & track portfolio quality with threshold limits.
• Complete PDD on time for loans disbursed.
• Focus on self-development; training for team members.
• Process orientation; ensure audit scores meet standards.

Skills

Strategic business orientation

Leadership

Innovation led transformation

Customer focus

Job description

Posted On 25 Sep 2026

End Date 25 Oct 2026

Required Experience 4 - 5 years

Basic Section

No. Of Openings 1

External Title Branch Relationship Executive - UCV

Employment Type Permanent

Employment Category Field

Closing Date 25 Oct 2026

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 17013

Branch Name Lucknow

Skills

Skill

Strategic Business Orientation Leadership Through Sustainability Innovation Led Transformation Customer Focus

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