Relationship Manager

Job Code: EQU/RM/1834814
Entity: Equitas Small Finance Bank
Business Unit: Liabilities
Division/Function (SBU): Branch Banking
Department: Express
Sub-Department: Express
External Title: Relationship Manager
Location: Chennai, Tamil Nadu
Branch Code: 90515
Branch Name: Perambur

Posted On: 18 Aug 2026
End Date: 16 Nov 2026
No. of Openings: 1
Employment Type: Permanent
Employment Category: Field
Closing Date: 16 Nov 2026
Required Experience: NA

Role Description

This is a full-time on-site role located in Chennai for a recent project role BDO (Equitas Express - Banker on wheels). The biker service will be provided primarily for 4 segments: Senior Citizen, High residential flat association, Salaried professionals, and Women within Chennai. The person will be responsible for driving business, leveraging digital mode for account opening and servicing from this channel, and ensuring quality and responsiveness. Omni-channel leads will also be given to the BDO for conversion.

Purpose of the Role

To acquire New To Bank liability relationships (Saving Accounts / Deposits) and strengthen existing relationships through the highest levels of service quality.

Key Responsibilities

- Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
- Build a database of customer leads through references, opening stalls in areas with higher footfalls (like apartment complexes, shopping areas, etc.), door-to-door visits, and distribution of pamphlets.




- Schedule meetings with potential liabilities customers to understand their requirements; thereafter, present them with the most suitable products and explain the features/benefits.
- Communicate clearly with customers on the requirements for various types of products & services, such as charges for maintaining a locker, minimum balance to be maintained, etc., and on the documents required to be submitted to the bank.
- Ensure all customer documents are verified with originals and handled with care and confidentiality.
- Complete all account opening-related processes accurately to enhance the customer experience and establish a long-term relationship with the bank.
- Maintain continuous communication with customers on the status of their account opening process.
- Frequently communicate with newly signed-up customers and assist them with additional products and services based on their requirements, including relevant loan products and investment products.
- Build a reference network from newly signed-up customers for potential leads.
- Regularly update Daily Sales Reports and discuss plans, action items, and progress with the supervisor.

Qualifications and Expectations

- Any Bachelor's degree, or equivalent (Master's preferred).
- 1+ years of experience in branch banking product sales.
- Must have good knowledge of the local and surrounding markets in the area.
- Good communication and negotiation skills.
- Must be hands-on with digital channels.
- Must have own bike and mobile phone.
- Valid driving license.

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