Reference: EQU/RM-R/1865578
Company: Equitas Small Finance Bank
Location: Akurdi, Maharashtra
Posted On: 19 Sep 2026
End Date: 19 Oct 2026
Required Experience: 3 years
- 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: Akurdi
- PT Location: Maharashtra
- Branch Code: 9065
- Branch Name: Garkheda
Skills
- Skill: Strategic Business Orientation
- Leadership: Through Sustainability
Education
- Highest Education: HSC
Working Language
- Language: Hindi
Job Responsibilities
- Client Acquisition & Onboarding: Identify and acquire new retail banking clients through local networking, referrals, and outreach.
Complete verification and on-boarding checks according to bank policies.
- Portfolio Management: Act as the primary point of contact for an assigned portfolio of retail customers, nurturing relationships based on trust and skilled credibility.
- Financial Advisory: Analyze individual customer financial needs and objectives to recommend suitable retail banking products, such as savings accounts, fixed deposits, credit cards, insurance, and retail loans.
- Cross-Selling & Revenue Growth: Increase wallet share and generate revenue by cross-selling and up-selling relevant financial services and products.
- Customer Service & Issue Resolution: Handle daily service requests, coordinate with internal branch operations or departments, and resolve client complaints quickly and professionally.
- Compliance & Reporting: Maintain accurate Management Information System (MIS) records, track client interactions, and ensure strict compliance with internal audit and regulatory guidelines.
📌 Skill (Pune)
🏢 Equitas Micro Finance India
📍 Pune
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