Branch Relationship Executive - UCV

Equitas Small Finance Bank; Solan; On-site; INR 420,000 - 780,000; Full time

Job summary

Equitas Small Finance Bank is hiring a Branch Relationship Executive for the UCV unit at Baddi, Himachal Pradesh. The role expects 4-5 years of experience in sales and relationship management within a field banking environment.

You will oversee UC V relationships, drive disbursement targets, monitor portfolio health, and support the branch in achieving productivity goals. This permanent position in the North Zone offers opportunities for growth within the Assets, UCV department and requires a

Qualifications

• Deliver UCV disbursement as per productivity norms as per annexure 1.
• Manage, monitor and track portfolio quality with threshold limits for ED cases.
• Completion of PDD on time for loans disbursed.
• Self development with training per team member.
• Process orientation and audit score requirements.

Responsibilities

• Deliver UCV disbursement as per productivity norms per annexure 1.
• Monitor portfolio quality and maintain ED cases within thresholds.
• Ensure timely completion of PDD for disbursed loans.
• Facilitate team training and development initiatives.
• Maintain process orientation and aim for favorable audit outcomes.

Skills

Strategic Business Orientation

Leadership

Sustainability

Innovation Led Transformation

Customer Focus

Job description

Posted On 31 Oct 2026

End Date 30 Nov 2026

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 Himachal Pradesh

PT Location Himachal Pradesh

Branch Code 15021

Branch Name Baddi

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