Relationship Manager

Company Description Equitas Small Finance Bank is a community-focused financial institution committed to enabling individuals, families, businesses, and communities in their financial aspirations through seamless banking services. The bank is an active participant in the regions where it operates and maintains a strong philanthropic focus, emphasizing its responsibility to be a good neighbor. Equitas is dedicated to giving back and supporting inclusive growth through fair access to financial solutions. The organization aims to transform how banking is imagined, delivered, and experienced, with fairness and transparency as core values. Team members join a culture that values integrity, social impact, and customer-centric service.
Role Description The Relationship Manager is a full-time, on-site role based in Coimbatore. This position is responsible for managing and growing a portfolio of customers by providing tailored banking solutions, including accounts, deposits, loans, and other financial products. Daily activities include meeting clients, understanding their financial needs, offering suitable products, and ensuring high levels of service and satisfaction. The role involves regular follow-ups, resolving customer queries, coordinating with internal teams for smooth transaction processing, and maintaining accurate records in line with bank policies. The Relationship Manager also works towards achieving sales and growth targets, supporting community engagement initiatives, and upholding the bank’s standards of fairness and transparency.
Qualifications
Strong customer relationship management, interpersonal communication, and client servicing skills.
Ability to understand banking products, explain financial solutions clearly, and cross-sell or up-sell offerings responsibly.
Competence in basic financial analysis, documentation, and adherence to regulatory and internal compliance requirements.
Proficiency in local languages and English, with clear verbal and written communication skills.
Comfort with using core banking systems, CRM tools, and standard office software.
Proactive problem-solving, negotiation, and conflict resolution capabilities.
Bachelor’s degree in Business, Finance, Commerce, or a related field; relevant experience in retail or small business banking is an advantage.
Ability to work on-site in Coimbatore, meet performance targets, and collaborate effectively with branch and regional teams.

Work arrangement
No