Position: Relationship Manager - Retail
Job Code: EQU/RM-R/1899051
Company: Equitas Small Finance Bank
Location: Maharashtra, Pune, Kolhapur, Mondha
Branch Name: Nilanga
Branch Code: 9077

Posted On: 17 Oct 2026
End Date: 16 Nov 2026
Required Experience: 1 - 3 years

Openings: 1
Employment Type: Permanent
Employment Category: Field
Closing Date: 16 Nov 2026

Organisational Details

- 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: Kolhapur

Skills Required

- Team Working
- Customer Focus

Highest Education: B.COM
Working Languages: English, Marathi, Hindi





Client Acquisition & Onboarding

- Acquire current 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 (Pune)
🏢 Equitas Micro Finance India
📍 Pune