Company Description Equitas Small Finance Bank is a community-focused financial institution that supports individuals, families, businesses, and local communities in achieving their financial goals through accessible and seamless banking services. The bank is strongly committed to social responsibility and maintains a robust philanthropic presence in the communities where it operates. Equitas emphasizes being a responsible neighbor and actively contributes to community development initiatives.

The bank seeks to transform how banking is imagined, delivered, and experienced, with fairness and transparency as core guiding principles. Team members join an organization that values ethical practices, customer trust, and inclusive growth.

Role Description The Relationship Manager is a full-time, in office role based in Bengaluru, responsible for managing and growing a portfolio of customers for Equitas Small Finance Bank. In this role, the individual will build and maintain strong relationships with existing and prospective clients, understand their financial needs, and recommend suitable banking products and services. Day-to-day activities include conducting regular client meetings, handling account-related queries, supporting customers with transactions, and coordinating with internal teams to ensure high service quality and timely resolution of issues.

The Relationship





Manager will also focus on business development through cross-selling and up-selling appropriate products, tracking customer satisfaction, and maintaining accurate records in line with bank policies and regulatory requirements. The role involves meeting assigned targets while upholding the bank’s values of fairness, transparency, and customer-centric service.

Qualifications

- Ability to build and manage client relationships, with strong customer service and stakeholder management skills.
- Solid communication, negotiation, and interpersonal skills to engage with diverse customer segments.
- Understanding of retail banking products, basic credit concepts, and general financial services.
- Strong organizational and time management abilities, with attention to detail and accurate documentation.
- Capability to work towards sales and service targets while maintaining ethical and compliant practices.
- Proficiency in using CRM tools and standard office software; comfort with digital and mobile banking platforms.
- Bachelor’s degree in Business, Finance, Commerce, or a related field; relevant banking or relationship management experience preferred.
- Familiarity with local markets in Bengaluru and proficiency in English; knowledge of regional languages is an advantage.

📌 Relationship Manager (Bengaluru)
🏢 equitas small finance bank
📍 Bengaluru