Branch Relationship Officer - UCV

Equitas Small Finance Bank

Tenkasi

On-site

INR 350,000 - 500,000

Full time

10 days ago
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Job summary

Equitas Small Finance Bank—Tenkasi branch is seeking a Branch Relationship Officer to handle loan sales for New Commercial Vehicles, while building strong customer relationships and ensuring compliant loan documentation. The role requires a science degree and strong attention to regulatory details.

The position is permanent with on-site duties at the Tenkasi branch, reporting to the branch leadership. Expect active cross-selling and strict adherence to policies.

Qualifications

  • Degree in science is required.
  • Knowledge of loan documentation and RBI/compliance basics is desirable.

Responsibilities

  • Develop consistent pipeline of applications from customers for New Commercial Vehicle loans through direct sourcing, dealers, and market references.
  • Effectively manage relationships with customers by responding to requirements in a timely and professional manner.
  • Ensure all documentation and information for loan proposals are obtained timely to practice 'First Time Right'.
  • Generate and pass on leads for cross-sell products (Savings Accounts, Current Accounts, Term Deposits, FASTag).
  • Ensure 100% compliance to policies, processes and RBI/regulatory matters.

Education

Bachelor in science

Job description

Employment Type Permanent

External Title Branch Relationship Officer - UCV

Closing Date 21 Oct 2026

Entity Equitas Small Finance Bank

Zone South 2

State Tamil Nadu

Branch Code 1295

Branch Name Tenkasi

Skill

Bachelor in science

Job Description
  • Develop consistent pipeline of applications from good quality customers who require finance for purchase of New 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
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