Position: Relationship Manager

Job Code: EQU/RM/1913305

Company: Equitas Small Finance Bank

Location: Branch Banking > South 1 > Tamil Nadu > Chennai > Chennai > Chennai > Chennai

Branch Code: 90518

Branch Name: Pallikaranai

Posted On: 02 Nov 2026

End Date: 31 Jan 2027

Required Experience: NA

Basic Section

- No. Of Openings: 1
- External Title: Relationship Manager
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 31 Jan 2027

Organisational Section

- Entity: Equitas Small Finance Bank
- Business Unit: Liabilities
- Division/Function (SBU): Branch Banking
- Department: Express
- Sub-Department: Express
- Generic Role: Relationship Manager
- External Title (Job Role): Relationship Manager
- Division: Branch Banking
- Zone: South 1
- State: Tamil Nadu
- Region: Chennai
- Area: Chennai
- Cluster: Chennai
- PT Location: Chennai

Skills

- Highest Education: No data available
- Working Language: No data available

Role Description This is a full-time on-site role located in Chennai for a new project role BDO (Equitas Express - Banker on wheels). The biker service will be provided primarily for 4 segments: Senior Citizen/High residential flat association/Salaried professionals/Women within Chennai.

The person will be responsible for driving business, will leverage Digital mode for account opening and servicing from this channel, and ensuring the quality, and responsiveness. Omni-channel leads will also be given to the BDO for conversion.

Purpose of the Role To acquire New To Bank liability relationships (Saving Accounts / Deposits) and strengthen existing relationships through highest levels of service quality.

Bank Staff (Biker) Key Responsibility:

- Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.




- Build a database of customer leads through references, opening stalls in areas with higher footfalls - like apartment complexes, shopping areas etc., door-to-door visits, distribution of pamphlets etc.
- Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/perks.
- Communicate clearly to customers on the requirements for various types of products & services - for example, charges for maintaining a locker, minimum balance to be maintained, etc., and on the documents required to be submitted to bank with Equitas.
- Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
- Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
- Maintain continuous communication with customers on the status of their account opening process.
- Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements - for example, relevant loan products, investment products, etc.
- Build reference network from newly signed up customers for potential leads.
- Regularly update Daily Sales Reports and discuss on the plans, action items, and progress with the supervisor.

Qualifications and Expectations

- Any Bachelor's degree, or equivalent with masters preferred
- 1 years of experience in branch banking product sales
- Must have good knowledge of the local and surrounding markets in the area
- Good communication and negotiation skills
- Must be hands-on with Digital channels
- Must have Own bike and Mobile phone
- Valid Driving License

📌 Skill (India)
🏢 Equitas Micro Finance India
📍 India