Branch Relationship Executive - UCV

Equitas Small Finance Bank Ltd.; Puducherry; On-site; INR 350,000 - 550,000; Full time

Job summary

Equitas Small Finance Bank Ltd. seeks a Branch Relationship Executive at the Mayiladuthurai branch (Tamil Nadu). The role develops a quality pipeline for New Commercial Vehicle loans through direct sourcing, dealers, and market references. Required 1–5 years of experience.

You will manage customer requests promptly, ensure timely documentation for loan proposals, and pass on cross‑sell opportunities for savings, current accounts, deposits and FASTag, while maintaining RBI compliance.

Responsibilities

• Develop consistent pipeline of applications from good quality customers who require finance for purchase of New Commercial Vehicles through direct sourcing, Dealers, market references etc.
• Effectively manage relationships with all customers by responding to their requirements in a timely and professional manner.
• Ensure that all documentation and information related to loan proposals are obtained in a timely manner to practice ‘First Time Right’ principle.
• Actively generate & pass on leads for cross-sell products like Saving Accounts, Current Accounts, Term Deposits, FASTag (wherever applicable)
• Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies

Job description

Required Experience 1 - 5 years

No. Of Openings 1

External Title Branch Relationship Executive - UCV

Employment Type Permanent

Employment Category Field

Entity Equitas Small Finance Bank

Business Unit Assets

Department UCV

Generic Role Sales Officer

External Title (Job Role) Branch Relationship Executive - UCV

Zone South 2

State Tamil Nadu

Area Pondy

Branch Code 1313

Branch Name Mayiladuthurai

Job Description

• Develop consistent pipeline of applications from good quality customers who require finance for purchase of New Commercial Vehicles through direct sourcing, Dealers, market references etc.,
• Effectively manage relationships with all customers by responding to their requirements in a timely and professional manner.
• Ensure that all documentation and information related to loan proposals are obtained in a timely manner to practice ‘First Time Right’ principle.
• Actively generate & pass on leads for cross-sell products like Saving Accounts, Current Accounts, Term Deposits, FASTag (wherever applicable)
• Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies