Branch Relationship Officer - UCV

PeopleStrong Pte Ltd; Akluj; On-site; INR 350,000 - 450,000; Full time

Job summary

Equitas Small Finance Bank invites applications for the role of Branch Relationship Officer - UCV in Maharashtra. The position requires 3–6 years of experience in banking or finance and involves sourcing and processing used commercial vehicle loan applications.

Applicants should hold degrees listed above and be prepared to manage customer relationships, gather documentation, and ensure compliance with RBI regulations. The role is based at the Solapur/West Zone area with standard banking hours.

Qualifications

• Graduate degrees in commerce, science or arts disciplines.
• Postgraduate qualifications are an added advantage.
• Strong academic record with relevant coursework in finance or banking.

Responsibilities

• Develop a consistent pipeline of loan applications from customers for Used Commercial Vehicles.
• Nurture relationships with customers by responding promptly and professionally to requirements.
• Ensure timely collection of documents and adhere to First Time Right procedures.
• Generate and pass on leads for cross-sell products like Savings/Current Accounts, Deposits, FASTag.
• Maintain 100% compliance with RBI policies, regulatory norms and internal processes.

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

External Title Branch Relationship Officer - 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 Officer - UCV

Zone West

State Maharashtra

Region Maharashtra

Area Solapur

PT Location Maharashtra

Branch Code 9106

Skills

Skill

Bachelor of Commerce Bachelor of Science Bachelor of Arts Master of Commerce Master of Business Administration Master of Science Master of Arts

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