Branch Relationship Officer - UCV

Equitas Small Finance Bank Ltd.; Dharashiv; On-site; INR 350,000 - 750,000; Full time

Job summary

Equitas Small Finance Bank in Osmanabad (Maharashtra) seeks a Branch Relationship Officer to source and process finance for Used Commercial Vehicles. You will manage customer relationships, collect complete documentation, and coordinate with dealers and references to build a strong loan pipeline.

Ideal candidates have 3–6 years of experience in banking sales, excellent communication, and a proactive approach to cross-sell products while ensuring regulatory compliance and customer satisfaction.

Qualifications

• Graduation in Commerce, Arts, or Science streams (B.Com/B.A./B.Sc.).
• MBA or equivalent qualification is a plus; experience in banking sales is beneficial.
• Strong communication and relationship-building skills required.

Responsibilities

• Develop consistent pipeline of applications for used commercial vehicles finance via direct sourcing, dealers, and references.
• Manage relationships with customers and respond to requirements promptly and professionally.
• Ensure documentation for loan proposals is complete and timely to support First Time Right.
• Generate and pass leads for cross-sell products such as savings/current accounts and deposits.
• Ensure 100% compliance with RBI policies and other regulatory requirements.

Skills

Relationship management

Customer service

Sales

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

Posted On 28 Oct 2026

End Date 27 Nov 2026

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 Solapur

PT Location Maharashtra

Branch Code 9088

Branch Name Osmanabad

Skills

Skill

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

Working Language

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