Company Description UBI Services Ltd (UBISL) is a wholly owned subsidiary of Union Bank of India, a premier public sector bank, with its registered office in Mumbai. Established in 1999 as a primary dealer in government securities and treasury bills, the company has evolved into a broad-based financial services provider. UBISL is currently engaged in institutional broking, mutual fund distribution, and trading and investment in commercial papers, certificates of deposit, treasury bills, and other government debt securities.

The company is expanding its business to offer doorstep services for housing and vehicle loans as a distribution arm of Union Bank of India. UBISL provides end-to-end solutions, from free consultation on property or car search to loan arrangement, supporting individuals with comprehensive financial services.

Role Description The Relationship Manager role at UBI Services Ltd is a full-time, on-site position based in Ranchi.

The Relationship

Manager will be responsible for identifying and engaging prospective clients for housing and vehicle loans, providing personalized financial consultations, and guiding clients through the loan application and approval process. Daily activities include building and maintaining client relationships, explaining loan products and eligibility criteria, coordinating with Union Bank of India branches and internal teams, and ensuring timely documentation and follow-up. The role also involves conducting market outreach, responding to client inquiries,



and delivering doorstep service to enhance customer experience and drive business growth.

The Relationship

Manager is expected to meet service and sales targets while maintaining high ethical and compliance standards.

Qualifications

- Solid customer relationship management and client service skills, with the ability to build trust and maintain long-term partnerships.
- Sales and business development skills, including lead generation, prospecting, and achieving loan disbursement or revenue targets.
- Knowledge of retail banking products, especially housing and vehicle loans, and a good understanding of basic financial concepts.
- Effective communication and interpersonal skills to interact with diverse clients and internal stakeholders in a clear and professional manner.
- Organizational and time-management skills to handle multiple client cases, documentation, and follow-ups efficiently.
- Comfort with fieldwork and doorstep service, including visiting client locations within Ranchi and nearby areas as required.
- Proficiency in using basic computer applications and digital tools for documentation, reporting, and client tracking.
- Minimum educational qualification of a bachelor’s degree in business, finance, commerce, or a related discipline; prior experience in banking, NBFC, or financial services is preferred.
- Ability to work with integrity, adhere to regulatory guidelines, and maintain confidentiality of client information.

📌 Relationship Manager (Ranchi)
🏢 UBI Services
📍 Ranchi