- Posted On: 29 Sep 2026
- End Date: 29 Oct 2026
- Required Experience: 1 - 3 years
- No. Of Openings: 1
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 29 Oct 2026
Organisational Information
- Entity: Equitas Small Finance Bank
- Business Unit: Assets
- Division/Function (SBU): Inclusive Banking - SBL
- Department: Mortgages
- Sub-Department: Business
- Generic Role: Relationship Manager
Skills
- Skill: Customer Focus, Team Working
- Highest Education: Master of Arts
- Working Language: English,
Marathi, Hindi
- Client Acquisition & Onboarding: Acquire recent high-value retail clients via networking and referrals. Complete KYC and compliance checks during client onboarding.
- Portfolio & Account Management: Serve as the main point of contact for client queries and requests. Monitor account activities and maintain up-to-date client records.
- Advisory & Cross-Selling: Assess personal financial goals and risk appetites. Cross-sell banking products like mortgages, credit cards, and insurance. Recommend investment and wealth management options.
📌 Skill (India)
🏢 Equitas Micro Finance India
📍 India
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