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1.0 - 4.0 years

1 - 3 Lacs

Bengaluru

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We are looking for a highly skilled and experienced Credit Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 4 years of experience in the field. Roles and Responsibility Manage and process credit applications, including housing loan and affordable housing. Conduct thorough credit assessments and risk analyses to determine client creditworthiness. Develop and maintain relationships with clients to understand their financial needs and provide tailored solutions. Collaborate with internal teams to ensure seamless credit processing and disbursement. Monitor and report on credit portfolio performance, identifying areas for improvement and implementing strategies to optimize credit quality. Stay updated with industry trends and regulatory changes to ensure compliance and best practices in credit management. Job Requirements Strong knowledge of credit principles, practices, and regulations, particularly in housing loan and affordable housing. Excellent analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions. Effective communication and interpersonal skills, enabling strong relationship building with clients and internal stakeholders. Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities. Proficiency in credit software and systems, with the ability to learn new technologies and adapt to changing systems. Strong attention to detail, ensuring accuracy and quality in all aspects of credit processing and disbursement.

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2.0 - 5.0 years

1 - 3 Lacs

Salem, Erode

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We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong knowledge of BFSI industry trends and regulations. Experience in managing branch receivables operations and improving efficiency. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Proficiency in financial software and systems.

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0.0 - 4.0 years

4 - 8 Lacs

Cheyyar, Poonamallee, Chennai

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We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in retail mortgages and relationship management. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to achieve targets and goals. Collaborate with internal teams to ensure seamless delivery of products and services. Provide excellent customer service and support to resolve client queries and issues. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of retail mortgages and relationship management principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with diverse client groups and building strong relationships. Familiarity with industry trends and regulatory requirements.

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2.0 - 3.0 years

4 - 8 Lacs

Chennai, Kanchipuram

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in retail mortgages and relationship management, with a strong background in these areas. 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. Develop and implement sales plans to achieve targets and grow the business. Collaborate with internal teams to provide excellent customer service and support. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Strong knowledge of retail mortgages and relationship management principles. 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 diverse client groups and building strong relationships. Familiarity with industry trends and developments in retail mortgages and relationship management.

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1.0 - 5.0 years

4 - 8 Lacs

Sonipat, Hisar, Karnal

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-5 years of experience in retail mortgages and relationship management. 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. Develop and implement effective sales plans to achieve business targets. Collaborate with internal teams to provide excellent customer service and support. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the community. Job Requirements Proven experience in retail mortgages and relationship management. Strong understanding of the BFSI industry and its regulations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or similar institutions is an advantage.

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1.0 - 6.0 years

1 - 3 Lacs

Madurai, Karaikkudi

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We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-10 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including accounting and auditing principles. Excellent communication and interpersonal skills for effective customer and stakeholder interaction. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills to resolve complex issues. Experience working in a similar role within the BFSI industry is preferred.

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2.0 - 5.0 years

3 - 7 Lacs

Kolhapur, Pune

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We are looking for a skilled Branch Sales Manager to lead our retail mortgage sales team. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the daily operations of the branch sales team. Develop and implement strategies to achieve sales targets and expand the customer base. Build and maintain relationships with key stakeholders, including customers, partners, and internal teams. Analyze market trends and competitor activity to identify opportunities and threats. Lead and motivate a team of sales professionals to meet their targets. Monitor and control expenses to ensure profitability and efficiency. Job Requirements Proven experience in retail mortgages or a related field. Strong leadership and management skills, with the ability to motivate and inspire a team. Excellent communication and interpersonal skills, enabling strong relationship building with customers and stakeholders. Ability to analyze market trends and develop effective sales strategies. Strong problem-solving and decision-making skills, with attention to detail and accuracy. Experience working in a fast-paced environment, meeting deadlines and achieving targets.

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1.0 - 6.0 years

1 - 3 Lacs

Chennai, Kanchipuram

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We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of receivables professionals.

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1.0 - 6.0 years

2 - 6 Lacs

Madurai, Dindigul, Oddanchatram

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-11 years of experience in the BFSI industry, preferably with a background 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 field visits to assess client creditworthiness and provide personalized solutions. Develop and implement strategies to increase sales revenue from micro mortgages. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Proven experience in relationship management, preferably in the BFSI industry. Strong knowledge of micro mortgages and inclusive banking products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work independently and as part of a team to achieve sales targets. Strong analytical and problem-solving skills to assess client creditworthiness. Familiarity with financial regulations and compliance requirements.

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5.0 - 7.0 years

8 - 10 Lacs

Gurugram

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Responsibilities: Manage branch operations, sales & customer service. Collaborate with stakeholders on affordable housing initiatives. Oversee mortgage loans, DSA activities & property loan processing.

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2.0 - 3.0 years

2 - 6 Lacs

Tamil Nadu

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We are looking for a highly skilled and experienced Legal Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in Inclusive Banking - SBL, Mortgages, or Legal Receivables. Roles and Responsibility Manage and oversee legal receivables, ensuring timely recovery of outstanding amounts. Develop and implement effective strategies to minimize legal receivables and improve cash flow. Collaborate with cross-functional teams to resolve customer disputes and issues related to legal receivables. Analyze and report on legal receivables performance metrics, providing insights for improvement. Ensure compliance with regulatory requirements and internal policies related to legal receivables. Maintain accurate records and documentation of legal receivables transactions and interactions. Job Requirements Strong knowledge of legal receivables principles, practices, and procedures. Excellent communication and interpersonal skills, with the ability to work effectively with customers and internal stakeholders. Ability to analyze complex data sets and provide actionable insights to support business decisions. Strong problem-solving skills, with the ability to think critically and creatively to resolve challenging issues. Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint. Experience working in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining attention to detail.

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1.0 - 4.0 years

1 - 3 Lacs

Tamil Nadu

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We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 4 years of experience in the BFSI industry, preferably with experience in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong knowledge of BFSI industry trends and regulations. Experience in managing assets, inclusive banking, SBL, mortgages, or receivables. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Proficiency in Microsoft Office and other relevant software applications.

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1.0 - 2.0 years

1 - 3 Lacs

Tamil Nadu

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We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with branch receivables operations is preferred.

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14.0 - 19.0 years

2 - 6 Lacs

Tamil Nadu

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 14 years of experience in the BFSI industry, with a strong background in Micro Mortgages and Sales. 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 field visits to assess client creditworthiness and provide personalized solutions. Develop and implement strategies to increase sales revenue from micro 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 Micro Mortgages and Sales principles. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with Inclusive Banking concepts and practices. Experience working with SBL or similar institutions is an added advantage.

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1.0 - 6.0 years

1 - 3 Lacs

Tamil Nadu

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We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of receivables professionals.

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1.0 - 2.0 years

5 - 9 Lacs

Agra, Aligarh, Alwar

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ROLE PURPOSE & OBJECTIVE Loan Officer- Secured LOANS Managing secured loans of assigned URC/SFB branch Planning and organizing micro marketing activities for leads and business Looking for Early Warning Signals and informing the same to corporate team for timely corrective action in asset business SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Customer Base 70 Customers Approximately Portfolio size approx. 5 Crs Customer relationship building Collections Lead generation Marketing activities KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business: Managing Asset Products- managing Kisan Credit Card, Agri Enterprise Loans, other secured loans Knowledge on process and products- mortgage processes of the state in Kisan Credit Card, other product Cross-sell of liability products and third-party products Formation of Farmers Clubs one per branch/leveraging existing clubs, making use of the same for banks business Work with team in harnessing the potential of the area and achieving the set targets Customer: Ensure that issues/ complaints raised by the customer are resolved within agreed TAT, work with Service Quality for improving customer service on an ongoing basis Developing and maintaining rapport with key persons / opinion makers of the village Work closely with Credit and Ops to ensure timely sanctions and DB Customer Internal process: Completing mortgages on time/collection of Post disbursement documents Ensuring the collection efficiency and containing PAR and IOD within threshold levels Learning & performance: Keep self-updated on the latest product, process and regulatory guidelines. Ensure completion of all nominated trainings for self. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in Agri/Allied Sciences, Post-graduation/ PGDBA/ MBA in Rural Management will be an added advantage Experience (Years and Core Experience Type) Minimum 1-2 years of experience covering assets (agri and allied activity loans) and cross-sell in rural areas in a bank/ rural business focused input company Certifications NA Functional Skills Rich knowledge of rural markets, marketing activities and products suitable for rural / semi-urban markets (Rural urban corridors), team management, stake holder coordination and focus on P&L of overall business, fee income Should have managed a larger team/ geography. Behavioral Skills Positive approach towards rural customers, rapport with Govt. Agencies, go getter, pro-active, motivating in bringing the best of team, mentor in setting examples, good trainer. Competencies NA KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Lead Banks Operations Team BLBC (Block Level Bankers Committee) Service Quality Village Panchayats/Sarpanch PREPARED BY: Alok Sharma DATE: 20-02-2024 REVIEWED BY: Murali Chari DATE: 21-02-2024

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1.0 - 3.0 years

2 - 5 Lacs

Himatnagar

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I. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Candidate should be able to deliver targeted business figures from the location of the branch. He/She is also responsible for building a quality portfolio without compromising on quality levels. 1. Business/ Financials 2. Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion 3. Maintain database of the prospects, meet select prospects and manage the relationship thereafter 4. Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans 5. Should be ready to travel extensively across the catchment area of the location to build the base of business 6. Customer (Both Internal & External) 7. Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services and establish professional relationship with them, with a long-term perspective 8. Guarantee confidential treatment of all the information gathered from customers and demonstrate the highest order of integrity as per the code of conduct of the organization 9. Internal Process 10. Carry out the pre and post-loan activities related to MLAP Loans, perform simple financial analysis, present the loan applications to the sanctioning committee by adhering to the set TAT & prioritize the repayment of loans to preserve the portfolio quality 11. Visit the customers business and home to do the assessment/evaluation, following the Product Policy procedures. 12. Coordinate with the credit department in case of identifying discrepancies or problems in customers information, reports, etc. through Cluster Manager MLAP 13. Innovation & Learning 14. Maintain up to date knowledge of MLAP product as well as a working knowledge of other products offered in the branch 15. Inform Cluster Manager MLAP about the demand in his/her assigned branch catchment as well as on the competition on a regular basis 16. Ensure adherence to training man-days/ mandatory training programs for self 17. Should be updated with the latest trends in civic and local laws of the location of operation

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1.0 - 4.0 years

2 - 6 Lacs

Haveri, Tiruvannamalai, Viluppuram

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ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Managing the Liability Book of the branch (Open Market CA SA TD) Approximately 2.5 Cr Liabilities Customers handling Number of portfolio products- CASA, TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in commerce and related streams Experience year experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents

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1.0 - 4.0 years

2 - 5 Lacs

Ahmedabad, Ahmednagar, Akurdi

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Office Location: West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4407-Pimpri, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4515-AnandWest 4516-JamnagarWest 4520-MorbiWest 4521-Mira RoadWest 4522-AundhWest 4523-NandedWest 4533-VashiWest 4534-GhatkoparWest 4535-FortWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4549-Fulchurnaka/Awantibai ChowkWest 4551-Santacruz WestWest 4505-VirarWest 4518-Prahalad NagarWest 4517-GodharaWest 4536-BhujWest 4414-Govandi MankhurdWest 4457-VapiWest 4432-KharadiWest 4537-Gandhinagar Position description: Assistant Acquisition Manager Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition existing customer conversionUnderstand need and acquire customers who meet the criteria for liability products through either of the below channelsLeads generated by branch staff and personal leadsReferrals generated from existing customersAlternate channelsMaintain the database of the prospects meet select prospects and manage the relationship thereafterAccompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customerCross sell other secured loan products of Ujjivan and pass quality leads to respective loan officersShare customer insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesReduce customer dormancy and customer attrition by continuous engagement interactionResolves the customer queries on various accounts FD RD remittances third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documentsStrictly adhere maintain compliance to KYC normsDrive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning PerformanceMaintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branchResolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilitiesEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Anand,Aurangabad,Bardoli,Vadodara,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Borivali,Chembur,Chowk,Dombivli,Gandhidham,Gandhinagar,Ghatkopar,Gondiya,Goregaon,Govandi,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mira,Morbi,Mumbai,Nagpur,Nanded,Naroda,Nashik,Panvel,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Valsad,Vapi,Vashi,Virar

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14.0 - 19.0 years

15 - 20 Lacs

Perundurai, Erode

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 14 years of experience in the BFSI industry, with a strong background in retail mortgages and sales. Roles and Responsibility Manage relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to achieve targets. Collaborate with internal teams to provide excellent customer service. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the community. Job Requirements Minimum 14 years of experience in the BFSI industry, preferably in retail mortgages or sales. Strong knowledge of financial products and services, including retail mortgages. 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 diverse client groups and building strong relationships.

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1.0 - 3.0 years

3 - 5 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. The ideal candidate will have 1-3 years of experience in retail mortgages and relationship management, with a strong background in these areas. 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. Develop and implement sales plans to achieve targets and grow the business. Collaborate with internal teams to provide excellent customer service and support. Build and maintain a strong understanding of client needs and preferences. Job Requirements Proven experience as a Relationship Manager in retail mortgages or a related field. 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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14.0 - 19.0 years

15 - 20 Lacs

Coimbatore, Erode

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 14 years of experience in the BFSI industry, with a strong background in retail mortgages and sales. Roles and Responsibility Manage 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 achieve sales targets and expand the client base. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Provide excellent customer service and support to resolve client queries and concerns. Job Requirements Strong knowledge of retail mortgages and sales principles. 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 diverse client groups and building strong relationships. Familiarity with financial products and services, including mortgage loans and other banking products.

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1.0 - 4.0 years

3 - 6 Lacs

Kota, Vijainagar

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in retail mortgages and relationship management, with a strong background in these areas. 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. Develop and implement sales plans to achieve targets and grow the business. Collaborate with internal teams to provide excellent customer service and support. Build and maintain a strong understanding of client needs and preferences. Job Requirements Proven experience in retail mortgages and relationship management. Strong communication and interpersonal skills are essential for building rapport with clients. Ability to work in a fast-paced environment and meet sales targets. Knowledge of financial products and services, including mortgages and loans. Experience working with small finance banks or similar institutions is preferred. Strong analytical and problem-solving skills to analyze market trends and customer needs.

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2.0 - 6.0 years

4 - 8 Lacs

Nipani, Belgaum

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 years of experience in retail mortgages and relationship management, with a strong background in these areas. 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 comprehensive solutions to clients. Develop and implement sales plans to achieve targets and grow the business. Provide excellent customer service and support to resolve client queries and issues. Job Requirements Minimum 2 years of experience in retail mortgages and relationship management. Strong knowledge of financial products and services, including mortgages and loans. 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 to analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is preferred.

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3.0 - 7.0 years

5 - 9 Lacs

Warangal

Work from Office

We are looking for a skilled Relationship Manager with 3 to 7 years of experience in the BFSI industry, specifically in Micro Mortgages and Inclusive Banking. The ideal candidate will have a strong background in sales and relationship management. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement effective sales strategies to meet targets. Conduct site visits to assess client needs and provide personalized solutions. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Proven experience in Micro Mortgages and Inclusive Banking. Strong knowledge of sales principles and practices. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Familiarity with financial products and services. Strong analytical and problem-solving skills.

Posted 4 weeks ago

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