Relationship Manager - Retail

EQU/RM-R/1823637
Equitas Small Finance Bank
Inclusive Banking - SBL > South > Tamil Nadu > Erode > Salem > Salem 5 Roads > Salem > 1270 > Omalur

Posted On: 06 Aug 2026
End Date: 05 Sep 2026
Required Experience: 1 - 4 years

Basic Section

- No. Of Openings: 1
- External Title: Relationship Manager - Retail
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 05 Sep 2026

Organisational Information

- 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: Salem
- Cluster: Salem 5 Roads
- PT Location: Salem
- Branch Code: 1270
- Branch Name: Omalur

Skills

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

Sales and Target Achievement





- Meet monthly volume and value targets for home loan disbursements.
- Drive daily lead generation through field visits and open markets.
- Convert raw inquiries into completed loan applications (logins).

Channel and Relationship Management

- Build and maintain ties with real estate builders, agents, and brokers.
- Source repeat business and client referrals.
- Conduct joint marketing or site activities with developers.

Processing and File Quality

- Collect and verify initial customer KYC and income documents.
- Coordinate smoothly with credit and operations teams for rapid sanction and disbursement.
- Maintain healthy portfolio risk by ensuring proper document authenticity.

Customer Service and Reporting

- Assist clients through the entire home loan journey.
- Resolve customer or product queries efficiently.
- Submit regular daily and weekly sales performance reports.

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