Branch Relationship Officer - UCV

Equitas Small Finance Bank Ltd.; Chiplun; On-site; INR 300,000 - 500,000; Full time

Job summary

Equitas Small Finance Bank Ltd. in Maharashtra seeks a Branch Relationship Officer - UCV to build a robust loan pipeline for Used Commercial Vehicles. Located at Chiplun, the role demands 3-6 years of experience and a permanent employment type.

The candidate will manage customer relationships, ensure timely documentation, and pursue cross-sell opportunities while complying with RBI regulations and internal policies.

Responsibilities

• Develop consistent pipeline of applications from customers seeking finance for Used Commercial Vehicles via 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

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

No. Of Openings 1

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 S.Maha

PT Location Maharashtra

Branch Code 9114

Branch Name Chiplun

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