Customer Service Officer - Retail

Equitas Small Finance Bank; Thiruvarur; On-site; INR 300,000 - 420,000; Full time

Job summary

Equitas Small Finance Bank in Tamil Nadu invites applications for a Customer Service Officer - Retail at the Thiruthuraipoondi branch. The role focuses on client interactions, lead generation for Micro LAP and Micro Housing, and ensuring smooth loan processing from application to disbursement.

Working in the Mortgages department, you will track repayments, promote Equitas products, and coordinate with field visits to assess income.

Qualifications

• Process and generate leads for Micro LAP & Micro Housing finance by discussing income and field visits.
• Track and ensure repayments of the loan disbursed.
• Lead generation and conversion for existing microfinance members needing Micro LAP or Micro Housing.
• Ensure consistent delivery of Equitas products and services and prompt repayment.
• Sourcing and completion of loan document applications through to disbursement.

Job description

End Date 26 Sep 2026

Required Experience NA

Basic Section

No. Of Openings 1

External Title Customer Service Officer - Retail

Employment Type Permanent

Employment Category Office

Closing Date 26 Sep 2026

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

PT Location Thiruvarur

Branch Code 1284

Branch Name Thiruthuraipoondi

Key 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