Elite Relationship Manager
Equitas Small Finance LtdBeawar
Not disclosed
Work from Office
Full Time
Min. 1 yearJob Description
Elite Relationship Manager
| Role | Parameters | Parameter Weight % | All Br |
| ERM | CASA NTB Qualified Family Banking (nos) (Refer Definition) | 13% | 3 |
| ERM | CASA OTB Qualified Family Banking Upgrade (nos) (Refer Definition) | 7.5% | 4 |
| ERM | CASA Value (OTB+NTB value growth p.m. -Rs. in Lk) | 20.0% | 50 |
| ERM | RTD Value (OTB+NTB value growth p.m. - Rs. in Lk) | 15.0% | 40 |
| ERM | Revenue ((Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in Lk) | 15.0% | 0.6 |
| ERM | Total Unique PH growth (Incremental from previous month end) | 10.0% | 10 |
| ERM | Asset Cross sell (GL Locations - Rs. in Lk p.m) (or) | 5.0% | 1 |
| ERM | Asset Cross sell (Non GL Locations, 1 case p.m) (or) | 1 | |
| ERM | Investment Net Sales - (p.m Rs. In Lk) | 5 | |
| ERM | Branch Customer Service (Customer education on Digital channels, Handling customer queries and Customer compliants) | 5.0% | NA |
| ERM | Branch Operations & Compliance (Re KYC & Inoperative accounts activation) | 10.0% | NA |
Job role
Work locationBranch Banking>North>Rajasthan>Rajasthan>Jodhpur>Jodhpur>Rajasthan>16030>Beawar
DepartmentBanking / Insurance / Financial Services
Role / CategoryLife Insurance
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 1 year
About company
NameEquitas Small Finance Ltd
Job posted by Equitas Small Finance Ltd
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