Relationship Manager

Equitas Small Finance Bank; Zone 11 Valasaravakkam; On-site; INR 360,000 - 540,000; Full time

Job summary

Equitas Small Finance Bank is hiring for a Relationship Manager at the Porur branch in Tamil Nadu. The role focuses on sourcing retail liabilities, building a lead database, and meeting customers to present suitable banking products.

You will verify documents, process accounts, and maintain ongoing customer communications to foster long-term relationships. The position is permanent and on-site within the Branch Banking division, reporting to Express.

Responsibilities

• 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 high footfalls, door-to-door visits and pamphlet distribution.
• Schedule meetings with potential liabilities customers and present suitable products with clear features and benefits.
• Communicate requirements for various products and services, including locker charges, minimum balance and document submission.
• Verify customer documents with originals and handle with confidentiality.
• Complete 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.
• Engage newly signed customers and assist with additional products and services such as loans and investments as needed.
• Build a reference network from new customers for potential leads.
• Update Daily Sales Reports and discuss plans, actions, and progress with the supervisor.

Job description

End Date 20 Sep 2026

Required Experience NA

Basic Section

No. Of Openings 1

External Title Relationship Manager

Employment Type Permanent

Employment Category Field

Closing Date 20 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 90517

Branch Name Porur

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.