Branch Relationship Executive - UCV

Equitas Small Finance Bank Ltd.; Pune District; On-site; INR 350,000 - 480,000; Full time

Job summary

Equitas Small Finance Bank in Maharashtra is seeking a Branch Relationship Executive - UCV to develop a robust loan pipeline for used commercial vehicles. You will engage dealers and customers directly and manage end-to-end documentation for timely approvals.

We expect 3–6 years of experience in field sales, with strong relationship-building skills and a track record in cross-selling financial products. The role is permanent, based at KHARADI branch in Western Maharashtra.

Qualifications

• Educational background spanning commerce and science or arts streams.

Responsibilities

• Build a steady pipeline of loan applications for used commercial vehicles.
• Maintain timely, professional relationships with all customers.
• Ensure documentation for loan proposals is complete for quick processing.
• Generate and share cross-sell leads for savings, current accounts, and deposits.
• Comply with RBI regulations and all internal policies and processes.

Education

Bachelor of Commerce

Bachelor of Science

Bachelor of Arts

Master of Commerce

Master of Science

Master of Arts

Master of Business Administration

Job description

• Emerging Enterprise Banking>West>Maharashtra>Maharashtra>W.Maha>Western Maharashtra>Maharashtra>9168>KHARADI

Required Experience 3 - 6 years

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 West

State Maharashtra

Region Maharashtra

Area W.Maha

PT Location Maharashtra

Branch Code 9168

Branch Name KHARADI

Skills

Skill

Bachelor of Commerce Bachelor of Science Bachelor of Arts Master of Commerce Master of Business Administration Master of Science Master of Arts

Working Language

Job Description

• Develop consistent pipeline of applications from good quality customers who require finance for purchase of Used 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