Skill (Chennai)

Skill (Chennai)

19 Aug
|
Equitas Micro Finance India
|
Chennai

19 Aug

Equitas Micro Finance India

Chennai

Relationship Manager
EQU/RM/1834662
Equitas Small Finance Bank
Branch Banking > South 1 > Tamil Nadu > Chennai > Chennai > Chennai > Chennai > 90516 > R K Salai

Posted On: 18 Aug 2026
End Date: 16 Nov 2026
Required Experience: NA
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Basic Section

- No. Of Openings: 1
- External Title: Relationship Manager
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 16 Nov 2026

Organisational Section

- Entity: Equitas Small Finance Bank
- Business Unit: Liabilities
- Division/Function (SBU): Branch Banking
- Department: Express
- Sub-Department: Express
- Generic Role: Relationship Manager
- External Title (Job Role): Relationship Manager
- Division: Branch Banking
- Zone: South 1
- State: Tamil Nadu
- Region: Chennai
- Area: Chennai
- Cluster: Chennai
- PT Location: Chennai
- Branch Code: 90516
- Branch Name: R K Salai

Skills

- Highest Education: No data available
- Working Language: No data available

Role Description

This is a full-time in office role located in Chennai for a new 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.

Bank Staff (Biker) 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, distribution of pamphlets, etc.
- Schedule meetings with potential liabilities customers and understand their requirements; thereafter presenting them with the most suitable products and explaining the features/benefits.
- Communicate clearly to customers on the requirements for various types of products & services - for example, charges for maintaining a locker, minimum balance to be maintained, etc., and on the documents required to be submitted to the bank with Equitas.
- Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
- Complete all account opening related processes accurately to enhance the customer experience and form the foundation of a long 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 - for example, relevant loan products, investment products, etc.
- Build a reference network from newly signed up customers for potential leads.
- Regularly update Daily Sales Reports and discuss the plans, action items, and progress with the supervisor.

Qualifications and Expectations

- Any Bachelor's degree, or equivalent with a 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 a motorcycle and mobile phone.
- Valid Driving License.

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

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