Branch Relationship Officer - UCV

Equitas Small Finance Bank; Satara; On-site; INR 350,000 - 480,000; Full time

Job summary

Equitas Small Finance Bank is hiring Branch Relationship Officer - UCV for the Satara branch in Maharashtra. You will develop a robust pipeline for used commercial vehicle finance, source leads directly and via dealers, and manage customer relationships with timely, professional communication.

The role requires 3-6 years of relevant experience in field sales within a banking/financial environment. Ensure proper documentation, compliance with RBI regulations, and cross-sell opportunities such as

Qualifications

• Required Experience 3 - 6 years
• 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 9043
• Branch Name Satara

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

Skills

Bachelor of Commerce

Bachelor of Science

Bachelor of Arts

Master of Commerce

Master of Business Administration

Master of Science

Master of Arts

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 S.Maha

PT Location Maharashtra

Branch Code 9043

Branch Name Satara

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