Branch Relationship Officer - UCV

Equitas Small Finance Bank Ltd.; Tirunelveli; On-site; INR 250,000 - 400,000; Full time

Job summary

Equitas Small Finance Bank is seeking a Branch Relationship Officer - UCV at Tuticorin, Tamil Nadu. The role focuses on developing a steady pipeline of applications for New Commercial Vehicle financing through direct sourcing, dealers, and referrals, while maintaining strong customer relationships.

You will ensure timely collection of documents, adhere to RBI norms and bank policies, and actively cross-sell savings, current accounts, and deposits.

Qualifications

• UG degree required.

Responsibilities

• Develop a consistent pipeline of applications from customers needing CV finance via direct sourcing, dealers, and references.
• Manage relationships with customers by responding to their requirements promptly and professionally.
• Ensure timely collection of documents for loan proposals to practice 'First Time Right'.
• Generate and pass on leads for cross-sell products (savings, current accounts, deposits, FASTag).
• Ensure 100% compliance to RBI policies and other regulatory requirements.

Education

UG

Job description

Required Experience 1 - 5 years

Employment Type Permanent

Employment Category Field

Organisational

Entity Equitas Small Finance Bank

Business Unit Assets

Department UCV

Generic Role Sales Officer

External Title Branch Relationship Officer - UCV

External Title (Job Role) Branch Relationship Officer - UCV

Zone South 2

State Tamil Nadu

Branch Code 1088

Branch Name Tuticorin

Skills

Skill

UG

Working Language

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