Branch Relationship Officer - UCV

Equitas Small Finance Bank; Ratnagiri; On-site; INR 400,000 - 600,000; Full time

Job summary

Equitas Small Finance Bank seeks a dedicated professional to build a steady pipeline for used commercial vehicle loan finance and manage customer relationships efficiently. You will coordinate with dealers and direct sources to gather quality leads and ensure timely documentation to meet RBI and statutory requirements.

The role emphasizes cross-selling banking products, maintaining regulatory compliance, and delivering high-quality customer service in a fast-paced environment.

Qualifications

• Develop a consistent pipeline of applications from good quality customers seeking finance for Used Commercial Vehicles.
• Excellent relationship management with customers and timely responses.

Responsibilities

• 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

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

Skills

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