Relationship Manager - Mutual Fund Sales

Equitas Small Finance Ltd

Panruti

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Details

Job Description

Relationship Manager - MF Sales

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

Key Result Areas
Position : Relationship Manager - MF


S.NO.DESIRED RESULTWEIGHTAGEKEY PERFORMANCE INDICATOR

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 - MF>South>Tamil Nadu>Mailaduthurai>Mailaduthurai>Chidambaram>Cudalore>IN0011104>Panruti

Department

Banking / Insurance / Financial Services

Role / Category

Banking/Loan Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 2 years

About company

Name

Equitas Small Finance Ltd

Job posted by Equitas Small Finance Ltd

This job has expired