Relationship Manager - Mutual Fund Sales

Equitas Small Finance Ltd

Patiala

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Details

Job Description

Relationship Manager - MF Sales

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Key Result Areas Position : Relationship Officer - MFI
S.NO.	DESIRED RESULT	WEIGHTAGE	KEY PERFORMANCE INDICATOR
1	Ensure achievement of collections target set for allocated centres.	50%	% of regular Collections (as per annexure 1)
2	Ensure achievement of new members through AOC	20%	% of Achievement (as per annexure 2)
3	Achieving the set targets for Cross Sell products	10%	% of Cross Sell Penetration Achievement % RD & APY Collections (as per annexure 3)
4	Member Retention	10%	% of Achievement (as per annexure 4)
5	Self Development	5%	Annexure 5
6	Process Orientaition	5%	Annexure 6

Annexure - 1
Performance Rating	Repayment % 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 method	5 (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 method	5 (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 method	5 (Outstanding)	4 (Excellent)	3 (Very Good)	2 (Good)	1 (Adequate)
% of Achievement	>120%	(111 -120)%	(100% - 110%)	(90 -99)%	<90%

Annexure - 5
Scoring method	5 (Outstanding)	4 (Excellent)	3 (Very Good)	2 (Good)	1 (Adequate)
Average Mandays of Training per Team Member	>=3	2.5-2.99	2-2.49	1-1.99	<1

Annexure - 6
Scoring method	5 (Outstanding)	4 (Excellent)	3 (Very Good)	2 (Good)	1 (Adequate)
Audit Score	>95%	91 - 95%	81-90%	71-80%	<71