Position: Relationship Manager - Retail

Job Code: EQU/RM-R/1823093
Company: Equitas Small Finance Bank
Location: Taware Colony, Hadapsar, Pune, Maharashtra

Posted On

05 Aug 2026

End Date

04 Sep 2026

Required Experience

1 - 3 years

Openings

1

Employment Details

- External Title: Relationship Manager - Retail
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 04 Sep 2026

Organisational Details

- Entity: Equitas Small Finance Bank
- Business Unit: Assets
- Division/Function (SBU): Inclusive Banking - SBL
- Department: Mortgages
- Sub-Department: Business
- Generic Role: Relationship Manager
- Zone: West
- State: Maharashtra
- Region: Pune
- Area: Pune
- Cluster: Hadapsar
- PT Location: Maharashtra
- Branch Code: 9097
- Branch Name: Taware Colony

Skills Required

- Team Working
- Leadership Through Sustainability
- Customer Focus

Highest Education

HSC

Working Language

- Marathi
- Hindi
- English

Job Responsibilities





- Manage and grow a portfolio of retail banking customers.
- Acquire current customers through referrals, networking, and lead-generation activities.
- Understand customer financial requirements and recommend suitable banking products and services.
- Cross-sell products such as savings accounts, current accounts, fixed deposits, loans, credit cards, insurance, and investment products.
- Ensure achievement of monthly, quarterly, and annual sales targets.
- Build long-term relationships through regular customer engagement and service support.
- Resolve customer queries and complaints in a timely and professional manner.
- Monitor portfolio performance and identify opportunities for business growth.
- Ensure compliance with banking regulations, policies, and KYC requirements.
- Maintain accurate customer records and update CRM systems regularly.

📌 Skill (Pune)
🏢 Equitas Micro Finance India
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