Position: Relationship Manager - Retail

Job Code: EQU/RM-R/1815308
Company: Equitas Small Finance Bank
Location: Railway Colony, Erode, Tamil Nadu
Posted On: 29 Jul 2026
End Date: 28 Aug 2026
Required Experience: 2 - 3 years

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Basic Section

- No. Of Openings: 1
- External Title: Relationship Manager - Retail
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 28 Aug 2026

Organisational

- Entity: Equitas Small Finance Bank
- Business Unit: Assets
- Division/Function (SBU): Inclusive Banking - SBL
- Department: Mortgages
- Sub-Department: Business
- Generic Role: Relationship Manager
- External Title (Job Role): Relationship Manager - Retail
- Division: Inclusive Banking - SBL
- Zone: South
- State: Tamil Nadu
- Region: Erode
- Area: Erode
- Cluster: Railway Colony
- PT Location: Erode
- Branch Code: 1176
- Branch Name: Railway Colony

Skills

- Skill: Strategic Business Orientation
- Highest Education: Bachelor in Science
- Working Language: Tamil

Sales and Target Achievement

- Volume targets:



Meet or exceed monthly and quarterly loan sanction and disbursement quotas.
- Portfolio growth: Acquire new home loan customers to expand the local market share.
- Cross-selling: Promote related financial products like insurance or credit cards alongside home loans. [1, 2, 3, 4, 5]

Lead Generation and Sourcing

- Market sourcing: Generate fresh leads via cold calling, field visits, and open market campaigns.
- Channel partners: Build and maintain solid ties with real estate builders, brokers, and Direct Selling Agents (DSAs).
- Referrals: Secure repeat business and customer referrals through relationship management. [1, 2, 3, 4]

Loan Processing and Compliance

- Initial screening: Conduct basic KYC checks, assess customer eligibility, and perform initial document verification.
- Coordination: Work closely with credit, risk, and underwriting teams to fast-track loan approvals and disbursements.
- Compliance: Follow all internal lending policies, ethical guidelines, and legal regulations.

📌 Skill (Erode)
🏢 Equitas Micro Finance India
📍 Erode