Branch Relationship Executive - UCV

PeopleStrong Pte Ltd; Tiruvannamalai; On-site; INR 260,000 - 420,000; Full time

Job summary

Equitas Small Finance Bank seeks a Branch Relationship Executive - UCV at Thiruvannamalai, Tamil Nadu. The role targets building a consistent pipeline of finance applications for New Commercial Vehicles through direct sourcing, dealers, and references.

You will manage customer relationships, collect documents promptly, ensure First Time Right, and explore cross-sell opportunities such as savings and deposits while maintaining RBI compliance.

Qualifications

• Minimum 1-3 years of relevant experience in field sales or banking.
• UG degree or diploma required.
• Strong relationship management and communication skills.

Responsibilities

• Develop a consistent pipeline of applications from customers seeking finance for New Commercial Vehicles through direct sourcing, dealers, and market references.
• 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.
• Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies.

Education

UG

Job description

End Date 07 Nov 2026

Required Experience 1 - 3 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

Area Vellore

Branch Code 1164

Branch Name Thiruvannamalai

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