Relationship Manager

Equitas Small Finance Bank; Chennai District; Sur place; INR 350 000 - 550 000; Plein temps

Résumé du poste

Equitas Small Finance Bank in Tamil Nadu seeks a Relationship Manager to identify catchment areas for retail liabilities, build customer leads, and manage end-to-end customer onboarding at branch level.

You will schedule meetings, explain product requirements, verify documents, and maintain ongoing customer communications. The role emphasizes driving allocations of liabilities and cross-selling banking products to establish long-term relationships.

Responsabilités

• Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
• Build a database of customer leads through references, opening stalls in areas with higher footfalls (e.g., apartment complexes, shopping areas), and door-to-door visits.
• Schedule meetings with potential liabilities customers and understand their requirements; present suitable products with features/benefits.
• Explain product requirements, charges for maintaining lockers, minimum balances, and documents needed for submission to Equitas Bank.
• Verify customer documents with originals and handle them with care and confidentiality.
• Complete all account opening processes accurately to enhance customer experience and build long-term relationships.
• Maintain continuous communication with customers on the status of their account opening process.
• Engage newly signed customers and assist with additional products/services based on their needs (e.g., loans, investments).
• Build a reference network from new customers for potential leads.
• Regularly update Daily Sales Reports and discuss plans, actions, and progress with the supervisor.

Description du poste

End Date 09 Sep 2026

Required Experience NA

Basic Section

No. Of Openings 1

External Title Relationship Manager

Employment Type Permanent

Employment Category Field

Closing Date 09 Sep 2026

Organisational

Entity Equitas Small Finance Bank

Business Unit Liabilities

Division/Function (SBU) Branch Banking

Department Express

Sub-Department Express

Generic Role Relationship Manager

External Title (Job Role) Relationship Manager

Division Branch Banking

Zone South 1

State Tamil Nadu

Branch Code 90521

Job Description

• Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
• Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls – like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.
• Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
• Communicate clearly to customers on the requirements for various types of products & services – for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas.
• Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
• Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
• Maintain continuous communication with customers on the status of their account opening process.
• Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc.
• Build reference network from newly signed up customers for potential leads.
• Regularly update Daily Sales Reports and discuss on the plans, action items, and progress with the supervisor.