Branch Relationship Executive - UCV

Equitas Small Finance Bank Ltd.; Ratnagiri; On-site; INR 350,000 - 600,000; Full time

Job summary

Equitas Small Finance Bank Ltd. in Ratnagiri, Maharashtra, invites applications for the Branch Relationship Executive - UCV role. The position is permanent and located at Ratnagiri branch, within the UCV department of Assets.

The candidate will build a steady pipeline for used commercial vehicle finance and drive cross-sell opportunities. Responsibilities include handling customer relations, ensuring timely documentation for loan proposals, and strict RBI/compliance adherence.

Responsibilities

• Develop a consistent pipeline of applications from customers requiring finance for used commercial vehicles via direct sourcing, dealers and references.
• Manage relationships with customers, responding to their requirements in a timely, professional manner.
• Ensure documentation for loan proposals is collected promptly to support First Time Right processing.
• Generate and pass on leads for cross-sell products such as Savings Accounts, Current Accounts, Term Deposits and FASTag where applicable.
• Maintain 100% compliance with RBI policies, processes and regulatory requirements.

Education

Bachelor of Commerce

Bachelor of Science

Bachelor of Arts

Master of Commerce

Master of Business Administration

Master of Science

Master of Arts

Job description

Required Experience 3 - 6 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 West

State Maharashtra

Region Maharashtra

Area S.Maha

PT Location Maharashtra

Branch Code 9142

Branch Name Ratnagiri

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