Wealth Relationship Manager
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 2 yearsJob Description
Wealth Relationship Manager
| Role | Category | Category Weightage | Parameters | Parameter Weight % | Metro | Urban | SU | Rural | Capping |
| Elite RM | Quantitative Parameters | 75% | CASA NTB Count p.m | 10% | 5 | 5 | 5 | 5 | 0 to 200% |
| Elite RM | Quantitative Parameters | 75% | CASA Growth (Rs. Lacs p.m.) | 25% | 50 | 50 | 50 | 50 | -100% to 200% |
| Elite RM | Quantitative Parameters | 75% | RTD Growth ( Rs. Lacs p.m) | 20% | 40 | 40 | 40 | 40 | -100% to 200% |
| Elite RM | Quantitative Parameters | 75% | LI + GI+ MF +3in1 - Net Revenue (in Rs lacs) | 20% | 0.55 | 0.55 | 0.55 | 0.55 | 0% to 300% |
| Elite RM | Quantitative Parameters | 75% | Asset Cross sell - For GL Locations (in Rs. lacs). Asset Cross sell - For Non GL Locations , 1 assets case per month | 5% | 1 | 1 | 1 | 1 | 0% to 200% |
| AUM Growth- Investments ( in Rs lacs) | 10 | 10 | 10 | 10 | |||||
| Elite RM | Portfolio Management | 15% | PPI of 2.5 for Mapped Book | 5% | 5 | 5 | 5 | 5 | 0 to 200% |
| Elite RM | Portfolio Management | 15% | Mapped Book Customer meeting coverage | 2.5% | NA | NA | NA | NA | |
| Elite RM | Portfolio Management | 15% | % of Book (min 30% of accounts to be having Family Accounts) | 2.5% | NA | NA | NA | NA | |
| Elite RM | Business Quality | 10% | Activation of customers in digital channel (Internet, Mobile & Debit Card) (min 60% customers) | 5% | NA | NA | NA | NA | |
| Elite RM | Business Quality | 10% | Primary (30%), Active (60%) on Mapped Book | 5% | NA | NA | NA | NA |
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The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Nagar to get hired quickly.
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