Relationship Manager

Equitas Small Finance Ltd

Amritsar

Not disclosed

Work from Office

Full Time

Min. 1 year

Job Details

Job Description

Relationship Manager - Retail

 

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Key Result Areas
Position : Relationship Officer - MFI




S.NO.DESIRED RESULTWEIGHTAGEKEY PERFORMANCE INDICATOR


1162352
1Ensure achievement of collections target set for allocated centres. 50%% of regular Collections
(as per annexure 1)




2Ensure achievement of new members through AOC 20%% of Achievement
(as per annexure 2)




3Achieving the set targets for Cross Sell products10%% of  Cross Sell Penetration Achievement
% RD & APY Collections
(as per annexure 3)




4Member Retention10%% of Achievement
(as per annexure 4)




5Self Development5%Annexure 5



6Process Orientaition5%Annexure 6











Annexure - 1 

Performance RatingRepayment % to be achieved

5 (Excellent)100% repayment achieved by end of every month during the review period

4 (Very Good)(99.81-100)% repayment achieved by end of every month during the review period

3 (Good)(99.51-99.80)% repayment achieved  by end of every month during the review period

2 (Adequate)(99.31-99.50)% repayment achieved  by end of every month during the review period

1 (Far below the expectation)< 99.3 % repayment achieved  by end of every month during the review period









Annexure - 2

 Scoring method5
(Outstanding)
4
(Excellent)
3
(Very Good)
2
(Good)
1
(Adequate)


% of AOC Target>120% of AOC Target(111 -120)% of AOC Target(100% - 110%) of AOC Target(90 -99)% of AOC Target<90% of AOC Target









Annexure - 3

 Scoring method5
(Outstanding)
4
(Excellent)
3
(Very Good)
2
(Good)
1
(Adequate)


% of Achievement>120% of Cross Sell Target(111 -120)% of Cross Sell Target(100% - 110%)  of Cross Sell Target(90 -99)% of Cross Sell Target<90% of Cross Sell Target









Annexure - 4

 Scoring method5
(Outstanding)
4
(Excellent)
3
(Very Good)
2
(Good)
1
(Adequate)


% of Achievement>120% (111 -120)%(100% - 110%) (90 -99)% <90% 









Annexure - 5

 Scoring method5
(Outstanding)
4
(Excellent)
3
(Very Good)
2
(Good)
1
(Adequate)


Average Mandays of Training per Team Member>=32.5-2.992-2.491-1.99<1









Annexure - 6

 Scoring method5
(Outstanding)
4
(Excellent)
3
(Very Good)
2
(Good)
1
(Adequate)


Audit Score>95%91 - 95%81-90%71-80%<71

























































































































































Job role

Work location

Inclusive Banking - SBL>North>Punjab>Punjab>Ludhiana>Patiala>Punjab>15009>Amritsar

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 1 year

About company

Name

Equitas Small Finance Ltd

Job posted by Equitas Small Finance Ltd

Apply on company website