Customer Service Officer - Retail

Equitas Small Finance Bank Ltd.; Cuddalore, Viluppuram, Kallakurichi; On-site; INR 300,000 - 420,000; Full time

Job summary

Equitas Small Finance Bank is seeking a Customer Service Officer - Retail in Tamil Nadu. The role involves processing leads for Micro LAP and Micro Housing, assessing income via discussions and field visits, tracking repayments, and converting leads for existing micro-finance members.

Responsibilities include ensuring timely delivery of Equitas products, cost-efficient operations, and handling loan document collection and post-endorsement follow-up through disbursement.

Qualifications

• Results-focused with execution excellence.
• Innovation-led transformation mindset.
• Strong business acumen and sustainability leadership.
• Postgraduate qualification (PG).

Responsibilities

• Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit.
• Track and Ensure Repayments of the Loan disbursed.
• Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing.
• Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner.
• Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage.

Skills

Result Orientation

Innovation Led Transformation

Innovation & Business Acumen

Leadership Through Sustainability

Education

PG

Job description

Posted On 22 Oct 2026

End Date 21 Nov 2026

Required Experience 1 - 6 years

Basic Section

No. Of Openings 1

External Title Customer Service Officer - Retail

Employment Type Permanent

Employment Category Office

Organisational

Entity Equitas Small Finance Bank

Business Unit Assets

Division/Function (SBU) Inclusive Banking - SBL

Department Mortgages

Sub-Department Operations

Generic Role Customer Service Officer

External Title (Job Role) Customer Service Officer - Retail

Division Inclusive Banking - SBL

Zone South

State Tamil Nadu

Region Mailaduthurai

Area Mailaduthurai

PT Location Viluppuram

Branch Code 1301

Skills

Skill

Result Orientation with Execution Excellence Innovation Led Transformation Innovation & Business Acumen Leadership Through Sustainability

PG

Working Language

Job Description

• Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit.
• Track and Ensure Repayments of the Loan disbursed
• Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing
• Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner
• Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage