Relationship Manager

Job description

**Company Description** Equitas Small Finance Bank is a community-focused financial institution that supports individuals, families, and businesses in achieving their financial goals through seamless banking services. The bank is deeply engaged in the communities where it operates and maintains a strong commitment to philanthropy and social impact. Equitas emphasizes fairness and transparency as core principles in how banking is imagined, delivered, and experienced. Team members join an organization that values responsible citizenship, ethical practices, and long-term relationships with customers and communities. **Role Description** The Relationship Manager is a full-time, on-site role based in Haveri. This role is responsible for managing and growing a portfolio of customers by building strong relationships, understanding their financial needs, and recommending appropriate banking products and services. Day-to-day tasks include engaging with existing and prospective customers, conducting needs-based conversations, and facilitating account openings, loans, and other financial solutions. The Relationship Manager monitors customer accounts, ensures timely resolution of queries and service requests, and coordinates with internal teams to deliver smooth, compliant, and customer-centric solutions. The role also involves meeting assigned business targets, maintaining accurate records, and adhering to all regulatory and bank policies while promoting the bank’s values of fairness and transparency. **Qualifications** - Strong customer relationship management and client servicing skills, with the ability to build trust and long-term partnerships. - Sales and business development capabilities, including cross-selling and upselling banking products to meet branch and individual targets. - Solid knowledge of retail banking products and services (such as accounts, deposits, loans, and digital banking) and basic understanding of financial principles. - Effective communication and interpersonal skills, with the ability to explain financial solutions clearly and handle customer concerns professionally. - Attention to detail, time management, and organizational skills to manage multiple customer interactions and documentation accurately. - Comfort with using banking systems and digital tools, including CRM platforms and basic office software. - Bachelor’s degree in Commerce, Business, Finance, Economics, or a related field; relevant banking or financial services experience is an advantage. - Integrity, customer-centric mindset, and willingness to work in an on-site branch environment in Haveri, with flexibility to meet business and customer needs.