Branch Relationship Executive - UCV

Equitas Small Finance Bank

Tiruchirappalli

On-site

INR 200,000 - 380,000

Full time

13 days ago
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Job summary

Equitas Small Finance Bank is hiring a Branch Relationship Executive - UCV at Perambalur, Tamil Nadu. This permanent role focuses on sourcing in the field, building customer relationships, and ensuring timely documentation for loan proposals.

The position emphasizes cross-sell opportunities and strict adherence to RBI and statutory guidelines while delivering customer-centric banking services in a local branch environment.

Qualifications

  • UG is the minimum education shorthand mentioned in the job description.

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

Skills

UG

Job description

Posted On 31 Aug 2026

End Date 30 Sep 2026

Required Experience 1 - 5 years

Basic Section

No. Of Openings 1

External Title Branch Relationship Executive - UCV

Employment Type Permanent

Employment Category Field

Closing Date 30 Sep 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 South 2

State Tamil Nadu

PT Location Perambalur

Branch Code 1336

Branch Name Perambalur

Skills
Skill

UG

Working Language
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
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