Position: Relationship Manager - Retail Job Code: EQU/RM-R/1917285

Company: Equitas Small Finance Bank

Department: Inclusive Banking - SBL

Location: Maharashtra > Pune > Kolhapur > Mondha > Maharashtra > 9076 > Latur 2 Madnenagar

Posted On: 06 Nov 2026

End Date: 06 Dec 2026

No. Of Openings: 1

Employment Type: Permanent

Employment Category: Field

Closing Date: 06 Dec 2026

Organisational Details

- Entity: Equitas Small Finance Bank
- Business Unit: Assets
- Division: Inclusive Banking - SBL
- Sub-Department: Business
- Generic Role: Relationship Manager
- Zone: West
- State: Maharashtra
- Region: Pune
- Area: Kolhapur
- Cluster: Mondha
- PT Location: Maharashtra
- Branch Code: 9076
- Branch Name: Latur 2 Madnenagar

Required Experience 1 - 3 years

Required Qualifications

- Graduate in any discipline (MBA/PGDM preferred).
- 1-5 years of experience in Retail Banking, Housing Finance, NBFC, or Financial Services.
- Freshers with robust sales aptitude may also be considered.

Skills Required

- Customer Focus
- Team Working
- Execution Excellence
- Communication Skills
- Sales and Negotiation Skills
- Customer Relationship Management
- Lead Generation and Business Development
- Communication and Presentation Skills
- Documentation and Process Knowledge
- Market and Competitor Analysis
- MS Office and CRM Proficiency

Working Language

- English
- Hindi
- Marathi

Job ResponsibilitiesSales & Business Development





- Identify and acquire new customers through field visits, referrals, and lead generation activities.
- Promote retail loan products such as Home Loans, Loan Against Property (LAP), Personal Loans, and other retail finance products.
- Achieve monthly, quarterly, and annual sales targets.
- Build and maintain relationships with builders, real estate agents, DSAs, and channel partners.

Customer Relationship Management

- Understand customer financial requirements and recommend suitable products.
- Provide end-to-end assistance throughout the loan application process.
- Ensure high levels of customer satisfaction and timely resolution of queries.
- Maintain regular contact with existing customers for repeat business and referrals.

Loan Processing & Documentation

- Collect customer documents and ensure completeness and accuracy.
- Coordinate with Credit, Operations, Legal, and Technical teams for smooth processing.
- Track loan applications and update customers on status.

Portfolio Management

- Monitor customer portfolio quality.
- Support collection and recovery efforts when required.
- Ensure minimal delinquency in sourced accounts.

Compliance & Reporting

- Adhere to regulatory guidelines and company policies.
- Maintain accurate records in CRM and other systems.
- Prepare and submit daily sales and activity reports.

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