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2.0 - 7.0 years

1 - 2 Lacs

Hyderabad

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We are looking for a highly motivated and experienced Relationship Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably in gold loan sales. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase gold loan business. Identify new business opportunities and expand the customer base through effective marketing strategies. Provide excellent customer service and ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of the bank's products and services. Job Requirements Minimum 2 years of experience in gold loan sales or a related field. Strong knowledge of the BFSI industry, particularly in gold loan operations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or NBFCs is an added advantage.

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2.0 - 7.0 years

4 - 8 Lacs

Bengaluru

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in retail mortgages. Roles and Responsibility Manage and maintain relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and analyze competitor activity to stay ahead in the market. Collaborate with internal teams to provide excellent customer service and support. Develop and implement sales plans to achieve targets and grow the business. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in retail mortgages. Strong knowledge of financial products and services, including mortgages and loans. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with small finance banks or similar institutions is an advantage.

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2.0 - 3.0 years

2 - 6 Lacs

Vizianagaram

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales growth.

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5.0 - 6.0 years

4 - 8 Lacs

Kumbakonam

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We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd, with 5-6 years of experience in the BFSI industry. The ideal candidate will have a strong background in retail mortgages and excellent relationship management skills. Roles and Responsibility Manage and maintain relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement sales plans to meet or exceed monthly and quarterly targets. Provide exceptional customer service and support to resolve client queries and concerns. Job Requirements Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships with stakeholders. Familiarity with industry regulations and compliance requirements.

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2.0 - 7.0 years

2 - 6 Lacs

Kumbakonam, Nagapattinam

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide accurate assessments and recommendations. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Minimum 2 years of experience in relationship management, preferably in micro mortgages or a related field. Strong knowledge of financial products and services, including micro mortgages and other banking products. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in a team environment and collaborating with cross-functional teams.

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2.0 - 7.0 years

4 - 8 Lacs

Gadag

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in retail mortgages. Roles and Responsibility Manage and maintain relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and analyze competitor activity to stay ahead in the market. Collaborate with internal teams to provide excellent customer service and support. Develop and implement sales plans to achieve targets and goals. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in retail mortgages. Strong knowledge of financial products and services, including mortgages and loans. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with CRM software and other sales management tools.

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1.0 - 3.0 years

2 - 6 Lacs

Ambattur, Ponneri, Chennai

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from existing clients. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is desirable.

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3.0 - 7.0 years

1 - 3 Lacs

Kolhapur

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We are looking for a skilled Credit Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 3-7 years of experience in the BFSI industry. Roles and Responsibility Manage credit portfolios and make informed lending decisions. Conduct thorough credit assessments and risk analyses. Develop and implement effective credit policies and procedures. Collaborate with cross-functional teams to achieve business objectives. Monitor and report on credit performance metrics. Identify opportunities to improve credit processes and operations. Job Requirements Strong understanding of credit principles and practices. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment. Effective communication and interpersonal skills. Proficiency in credit software and systems. Strong attention to detail and organizational skills.

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0.0 - 5.0 years

3 - 4 Lacs

Gandhinagar, Himatnagar, Ahmedabad

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Great opportunity for Freshers or Experienced to start career in Banking or Finance industry for a top Leading MNC. Industry :- BFSI Designation :- Relationship Manager Branch Locations Available :- Gandhinagar, Himatnagar ( 5 - 5 Vacancy each ) Roles and Responsibilities Manage relationships with existing clients to increase sales of banking products such as Loan Against Property and NBFC services. Identify new business opportunities through cross-selling and upselling of financial products to existing customers. Develop a deep understanding of customer needs and preferences to provide tailored solutions. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Meet or exceed monthly targets for sales performance. For more detailed information or to apply for this opportunity email your updated Resume or CV on nitish.o3hire@gmail.com

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7.0 - 12.0 years

7 - 11 Lacs

Prayagraj, Aligarh

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Job Description Job Title Managing team of 3-4 SM and 15 IRO for Home Loan Product Purpose of the Job: Contribute to the growth of mortgage business by sourcing new customers majorly by own sourcing and through DST s, complemented by the quality of sourcing reflected in delinquency and run-offs. Part of the role also demands him to contribute to the revenue by doing LI. Describe the KPIs against each perspective PerspectiveKey Performance Indicators Business and Financial Management- Delivery in Volume - Percentage payout to channel as required - Insurance Achievement - DelinquencyCustomer Focus- Possession of database of salaried and self employed customers. - Portfolio Management - Attending customer queries & resolution in TAT. - No.of cases where PDD is incomplete.People / Team- Actively co-ordinate with the Risk and Legal team to ensure closure in documentation. - Co-ordinate with the Unit Manager / CBM to ensure closure on disbursal. - Ensure all exceptions raised are cleared within the TAT.Process / Quality Improvement- Adherance to process and Quality manifested in a Login to Conversion ratio of 60% - No.of rejects due to non-adherence in providing documents while logging in. SCOPE & DISCRETION (Span of control) Total no. of employees supervised with details GradeO1 to 04M1 to M3SM1 to SM3Nos. NANANA Total : Sr. No.Direct Reportees (functional title/role title)Indicate brief job purpose 1NA 2NA Self deliverables The most important tasks performed on an individual basis without involving subordinates are Sr. NoTask performed 1Awareness of the local land legal constituents2Contacts with the local DSAs where ever required and supervision of the same.3Possess database of all the schools, colleges, industries and potential bases for salaried business.4Create Awareness in the market through direct or indirect marketing activities5Tracks competition in terms of rates, proposals and policy.6Gathering and building on references.7Is constantly monitoring the quality of the portfolio and performance.8Provide solutions to issues faced and thoughts which can lead to more business generation9Ensure payouts to DSAs are on-time and audited10Ensures visits to DSAs are regularly undertaken and reviews done.11Has a productive pipeline.12Builds and maintains a steady relationship with customers.13Attract DSAs which do business for other competitors14Weeding out of unproductive DSAs. 15Ensure Login to conversion ratio is maintained at 60%16Ensuring 100% of the proposals are given LI17Have a concrete understanding of the Mortgage policy in terms of documents required, process to be followed.18Ensure all the cases are legally cleared before disbursing the case.19Ensure delinquency is within the norms and provide adequate support to the collection team as and when the need arises.20Ensure delivery is spaced out through the month rather than accumulation towards month end.21Ensure all the documents are given at the time of login to help risk in taking a decision on the case22Pre-screening of documents before login.23Presenting cases for rate waivers and following on approvals24Ensure rejection percentage is below the threshold set.25Where required provide for re-look of rejected cases26Liaises with the risk team to do PD in every case 27Meets atleast 3 new customers everyday. Degree Influenced Geography : With the Location Departments: Challenge Challenge on working relationships, both internal & external contacts Sr. NoMost frequent contactsNature or purpose 1Businesses/Business marketing 2Risk Team 3Legal Team 4 5 6 Peer Sr.NoPeer (functional title/role title)Indicate brief job purpose 1IRO 2GCO 3TO Other factors relevant to the job Other aspects of the job not covered by the above but necessary to have a full understanding of it are: (add additional sheets if required) Sr. NoOther relevant factors (Required Skills) 1Achievement Orientation2Commitment3Conscientiousness4Legal Understanding5Product understanding6Ability to present a case basis the policy7DSA Management Expertise required/ Domain Knowledge: a) Having handled DSAs before b) Understanding of Mortgage business c) Knowledge of local market conditions d) Competitor knowledge e) Knowledge of DSAs servicing the different financial institutions. f) Fundamental legal documentation understanding. No. of years of relevant experience: 4yrs to 5yrs Any specific specialization/education: 12th / Graduate

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0.0 - 5.0 years

4 - 8 Lacs

Nagpur, Nashik, Wardha

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We are looking for a highly motivated and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 0-5 years of experience. Roles and Responsibility Develop and maintain strong client relationships to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing customer relationships through effective sales strategies. Conduct thorough analysis of customer financial data to offer personalized mortgage recommendations. Collaborate with internal teams to ensure seamless execution of mortgage applications and disbursements. Provide exceptional customer service by addressing queries and resolving issues promptly. Stay updated on market trends and competitor activity to stay ahead in the competitive mortgage landscape. Job Requirements Strong knowledge of BFSI industry, particularly in retail mortgages. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Proficiency in analyzing complex financial data and providing insightful recommendations. Strong problem-solving skills to resolve customer complaints and issues. Familiarity with Equitas Small Finance Bank Ltd's products and services is an added advantage. Location - Nagpur,Nashik,Wardha,Yavatmal

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1.0 - 4.0 years

2 - 6 Lacs

Madurai, Tirunelveli

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Proficiency in MS Office and other relevant software applications.

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1.0 - 6.0 years

4 - 8 Lacs

Bengaluru

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial situations to offer expert advice on mortgage products. Collaborate with internal teams to ensure seamless delivery of mortgage products and services. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Stay updated with market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in retail mortgages. Strong knowledge of mortgage products and services, including features and benefits. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to assess client financial situations. Proficiency in using technology and software applications to manage client data and interactions.

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2.0 - 4.0 years

2 - 6 Lacs

Udaipura, Jhalawar

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from existing clients. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is desirable.

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3.0 - 8.0 years

4 - 8 Lacs

Nagar, Channarayapatna, Mysuru

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We are looking for a skilled Relationship Manager to join our team in the retail mortgages department. The ideal candidate will have 3 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank Ltd. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from retail mortgages. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of retail mortgages products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in using technology platforms to manage client relationships. Strong analytical and problem-solving skills. Ability to build trust and rapport with clients.

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2.0 - 6.0 years

4 - 8 Lacs

Pune

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We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd, with 2-6 years of experience in the BFSI industry. The ideal candidate will have a strong background in retail mortgages and excellent relationship-building skills. Roles and Responsibility Manage and maintain relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed targets. Provide exceptional customer service and support to resolve client queries. Job Requirements Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Ability to adapt to changing circumstances and priorities.

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1.0 - 3.0 years

2 - 6 Lacs

Kumbakonam, Nagapattinam, Thiruvarur

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is desirable.

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2.0 - 7.0 years

2 - 6 Lacs

Shimoga, Bhadravati, Sagara

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue and market share. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Proficiency in using technology and software applications.

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1.0 - 3.0 years

2 - 6 Lacs

Kumbakonam, Thiruvarur

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales and revenue growth. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is desirable.

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1.0 - 6.0 years

2 - 6 Lacs

Kumbakonam, Thanjavur

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Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is an added advantage.

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2.0 - 4.0 years

2 - 6 Lacs

Visakhapatnam, Vizianagaram

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Proven experience in relationship management, preferably in micro mortgages or a related field. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze complex financial data. Experience working with small finance banks or similar institutions is an advantage.

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1.0 - 5.0 years

2 - 4 Lacs

Sitapur, Azamgarh, Shahjahanpur

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Job Description Job Title Individual Relationship Officer Mortgage Function / Department Rural Department Head Business Head Reporting Manager Unit Manager Purpose of the Job: Contribute to the growth of mortgage business by sourcing new customers majorly by own sourcing and through DSAs, complemented by the quality of sourcing reflected in delinquency and run-offs. Part of the role also demands him to contribute to the revenue by doing LI. Describe the KPIs against each perspective PerspectiveKey Performance Indicators Business and Financial Management- Delivery in Volume - Percentage payout to channel as required - Insurance Achievement - DelinquencyCustomer Focus- Possession of database of salaried and self employed customers. - Portfolio Management - Attending customer queries & resolution in TAT. - No.of cases where PDD is incomplete.People / Team- Actively co-ordinate with the Risk and Legal team to ensure closure in documentation. - Co-ordinate with the Unit Manager / CBM to ensure closure on disbursal. - Ensure all exceptions raised are cleared within the TAT.Process / Quality Improvement- Adherance to process and Quality manifested in a Login to Conversion ratio of 60% - No.of rejects due to non-adherence in providing documents while logging in. SCOPE & DISCRETION (Span of control) Total no. of employees supervised with details GradeO1 to 04M1 to M3SM1 to SM3Nos. NANANA Total : Sr. No.Direct Reportees (functional title/role title)Indicate brief job purpose 1NA 2NA Self deliverables The most important tasks performed on an individual basis without involving subordinates are Sr. NoTask performed 1Awareness of the local land legal constituents2Contacts with the local DSAs where ever required and supervision of the same.3Possess database of all the schools, colleges, industries and potential bases for salaried business.4Create Awareness in the market through direct or indirect marketing activities5Tracks competition in terms of rates, proposals and policy.6Gathering and building on references.7Is constantly monitoring the quality of the portfolio and performance.8Provide solutions to issues faced and thoughts which can lead to more business generation9Ensure payouts to DSAs are on-time and audited10Ensures visits to DSAs are regularly undertaken and reviews done.11Has a productive pipeline.12Builds and maintains a steady relationship with customers.13Attract DSAs which do business for other competitors14Weeding out of unproductive DSAs. 15Ensure Login to conversion ratio is maintained at 60%16Ensuring 100% of the proposals are given LI17Have a concrete understanding of the Mortgage policy in terms of documents required, process to be followed.18Ensure all the cases are legally cleared before disbursing the case.19Ensure delinquency is within the norms and provide adequate support to the collection team as and when the need arises.20Ensure delivery is spaced out through the month rather than accumulation towards month end.21Ensure all the documents are given at the time of login to help risk in taking a decision on the case22Pre-screening of documents before login.23Presenting cases for rate waivers and following on approvals24Ensure rejection percentage is below the threshold set.25Where required provide for re-look of rejected cases26Liaises with the risk team to do PD in every case 27Meets atleast 3 new customers everyday. Degree Influenced Geography : With the Location Departments: Challenge Challenge on working relationships, both internal & external contacts Sr. NoMost frequent contactsNature or purpose 1Businesses/Business marketing 2Risk Team 3Legal Team 4 5 6 Peer Sr.NoPeer (functional title/role title)Indicate brief job purpose 1IRO 2GCO 3TO Other factors relevant to the job Other aspects of the job not covered by the above but necessary to have a full understanding of it are: (add additional sheets if required) Sr. NoOther relevant factors (Required Skills) 1Achievement Orientation2Commitment3Conscientiousness4Legal Understanding5Product understanding6Ability to present a case basis the policy7DSA Management Expertise required/ Domain Knowledge: a) Having handled DSAs before b) Understanding of Mortgage business c) Knowledge of local market conditions d) Competitor knowledge e) Knowledge of DSAs servicing the different financial institutions. f) Fundamental legal documentation understanding. No. of years of relevant experience: 4yrs to 5yrs Any specific specialization/education: 12th / Graduate

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1.0 - 2.0 years

3 - 7 Lacs

Bharuch, Ahmedabad, Vadodara

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We are looking for a highly motivated and experienced Branch Sales Manager to lead our retail mortgage team. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank Ltd. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain relationships with key stakeholders, including customers and partners. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive business growth. Monitor and control expenses to ensure profitability. Job Requirements Proven experience in retail mortgages or related fields. Strong leadership and management skills. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and negotiation skills. Experience working in a fast-paced environment and meeting deadlines. Location- Ahmedabad,Vadodara,Bharuch,Surat

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7.0 - 10.0 years

4 - 8 Lacs

Karnataka

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We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 7 years of experience and be based in Equitas Small Finance Bank Ltd. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed targets. Provide exceptional customer service and support to resolve client queries. Job Requirements Minimum 7 years of experience in relationship management, preferably in the BFSI sector. Strong knowledge of retail mortgages and related products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships with stakeholders.

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2.0 - 4.0 years

4 - 8 Lacs

Churu, Jodhpur

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We are looking for a highly skilled and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank Ltd. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to determine the best course of action. Collaborate with internal teams to ensure seamless delivery of services and products. Provide exceptional customer service and support to ensure high levels of client satisfaction. Stay up-to-date with market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in retail mortgages. Strong understanding of financial products and services, including mortgages and related derivatives. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex financial data. Experience working with small finance banks or similar institutions is an advantage.

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