Branch Relationship Executive - UCV

Equitas Small Finance Bank Ltd.; Tirunelveli, Marthandam; On-site; INR 240,000 - 420,000; Full time

Job summary

Equitas Small Finance Bank is recruiting for a Branch Relationship Executive - UCV at Marthandam, Tamil Nadu. The role focuses on acquiring customers for New Commercial Vehicle loans, handling end-to-end relationship management, and ensuring timely documentation for loan proposals.

Ideal candidates will have 1–5 years of relevant experience, with an undergraduate degree and a proactive, customer-focused approach.

Qualifications

• Candidate should have an undergraduate degree (UG).
• Experience in retail/branch banking or commercial vehicle loan sales is preferred.
• Strong relationship management and client handling skills.

Responsibilities

• Develop a consistent pipeline of applications from customers seeking finance for New Commercial Vehicles via direct sourcing, dealers, and references.
• Manage relationships with customers, responding to requirements in a timely and professional manner.
• Ensure timely collection of documents for loan proposals to uphold First Time Right principle.
• Generate and pass on leads for cross-sell products like Savings Accounts, Current Accounts, Term Deposits, and FASTag where applicable.
• Ensure 100% compliance with RBI policies, internal processes, and other regulatory guidelines.

Skills

UG

Job description

• Emerging Enterprise Banking>South 2>Tamil Nadu>Tamil Nadu 2>Tirunelveli>Tirunelveli>Kanyakumari (Nagerkoil>1306>Marthandam

Posted On 28 Oct 2026

End Date 27 Nov 2026

Required Experience 1 - 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 South 2

State Tamil Nadu

Branch Code 1306

Branch Name Marthandam

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