- No. Of Openings: 1
- External Title: Relationship Manager - Retail
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 03 Dec 2026
Organisational Details
- 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: Pune
- Cluster: Hadapsar
- PT Location: Maharashtra
- Branch Code: 9091
- Branch Name: Khadki
Skills Required
- Team Working
- Customer Focus
- Strategic Business Orientation
- Leadership Through Sustainability
Education Requirement
- Highest Education: B.COM
Working Language
- English
- Hindi
- Marathi
Job Responsibilities1.
Business
Development & Sales
- Source current customers through direct sales, referrals, connectors, and channel partners.
- Achieve assigned targets for retail loan products such as Home Loans, LAP, Personal Loans, Vehicle Loans, etc.
- Generate business from existing and potential customers.
- Conduct field visits, market surveys, and lead generation activities.
2.
Customer Relationship
Management
- Build and maintain strong relationships with customers.
- Understand customer financial requirements and provide suitable product solutions.
- Ensure customer satisfaction through timely service and query resolution.
- Maintain regular follow-up with customers for repeat and referral business.
3. Loan Processing & Coordination
- Collect and verify customer documents as per company policies.
- Coordinate with credit, operations, legal, and technical teams for loan processing.
- Ensure smooth loan disbursement within defined turnaround time (TAT).
- Track applications and update customers on status.
4.
Portfolio
Management
- Monitor portfolio quality and customer repayment behavior.
- Support collection efforts for overdue accounts whenever required.
- Ensure portfolio growth while maintaining asset quality.
5. Compliance & Risk Control
- Adhere to all regulatory and company guidelines.
- Ensure KYC, AML, and documentation compliance.
- Maintain accuracy in customer records and reporting.
6.
Market
Intelligence
- Track competitor activities, pricing, and market trends.
- Share market feedback with management.
- Identify opportunities for business expansion in assigned territory.
📌 Skill (India)
🏢 Equitas Micro Finance India
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.