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<p>Relationship Manager - Retail</p><table cellpadding="0" cellspacing="0"><tbody><tr><td colspan="2"><p><br/>Relationship Manager - Retail</p><table cellpadding="0" cellspacing="0"><tbody><tr><td colspan="2"><p><br/>Relationship Manager - Retail</p><table cellpadding="0" cellspacing="0"><tbody><tr><td colspan="2"><p><br/>Relationship Manager - Retail</p><table cellpadding="0" cellspacing="0"><tbody><tr><td colspan="2"><p><br/>Relationship Manager - Retail</p><table cellpadding="0" cellspacing="0"><tbody><tr><td colspan="2"><p><br/>Relationship Manager - Retail</p><table cellpadding="0" cellspacing="0"><tbody><tr><td colspan="2"><p><br/>Relationship Manager - Retail</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table>

Equitas Small Finance Ltd

<p>Relationship Manager - MLAP</p>The Relationship Manager will be responsible for managing and cultivating relationships with clients in the financial services sector. They will work to understand client needs and provide appropriate financial solutions. The role involves building trust and rapport with clients to ensure long-term satisfaction and retention.

<p>Relationship Manager - MF</p><ul><li><span>Processing &amp; generating leads for Micro LAP &amp; Micro Housing finance by accessing their income through personal discussion &amp; field Visit.</span></li><li><span>Track and Ensure Repayments of the Loan disbursed </span></li></ul><p><span> </span></p><ul><li><span>Lead generation &amp; conversion for existing micro finance members who require MICRO LAP or MICRO Housing</span></li><li><span>Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost-effective manner</span></li><li><span>Sourcing &amp; Completion of Loan document application form filling and follow-up to be done till disbursement stage</span></li></ul><table border="1" cellpadding="0" cellspacing="0"><tbody><tr><td valign="top" width="100%"><p><span> </span></p></td></tr></tbody></table>

<p>Relationship Manager - Retail</p><p>Relationship Manager - Retail<br/>Relationship Manager - Retail<br/>Relationship Manager - Retail<br/>Relationship Manager - Retail </p>

<p>Relationship Manager - MF</p><p>Relationship Manager - MF</p><p>Relationship Manager - MF</p><p>Relationship Manager - MF</p><p>Relationship Manager - MF</p><p>Relationship Manager - MF</p><p><br/></p>

<p>Relationship Manager - MF</p><p> </p><table height="186" width="202"><tbody><tr><td class="et5" height="30" width="100%">To achieve the Business Targets for  Disbursement</td></tr><tr><td class="et5" height="52" width="100%">Budgeted Yield for the financial year </td></tr><tr><td class="et5" height="52" width="100%">Budgeted Fee Income for the financial year </td></tr><tr><td class="et6" height="52" width="100%">Portfolio quality</td></tr></tbody></table>

<p>Relationship Manager - Retail</p><ul><li>Giving pre-opinion by verifying legal documents of the customers</li><li>2. Process Compliance Adhere to the laid down processes for legal documents verification.</li><li>3. Handle registration process with the help of empanelled lawyer. </li><li>4. To make sure all the post disbursement documents are tracked and sent to HO.</li><li>5. Verification of legal documents and disbursement trigger to be initiated.</li><li>6. Responsible to train branch team on legal documents</li><li>7. Enplanement of lawyers and vendors for execution o registration &amp; search report</li></ul>

<p>Corporate Relationship Manager</p><p> </p><table border="0" cellpadding="0" cellspacing="0" width="1358"><tbody><tr><td class="xl74" height="42" width="11.634756995581737%">Role</td><td class="xl74" width="17.96759941089838%">Category</td><td class="xl74" width="6.774668630338733%">Category Weightage</td><td class="xl74" width="52.4300441826215%">Parameters</td><td class="xl74" width="5.891016200294551%">Parameter Weight %</td><td class="xl74" width="5.3019145802650955%">Target</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Quantitative Parameters</td><td class="xl68">85%</td><td class="xl69">MoM CA NTB (in Nos)</td><td class="xl70">15.0%</td><td class="xl71">5</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Quantitative Parameters</td><td class="xl68">85%</td><td class="xl69">MoM SA NTB (in Nos)</td><td class="xl70">10.0%</td><td class="xl71">5</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Quantitative Parameters</td><td class="xl72">85%</td><td class="xl63">MoM Asset Disbursement (CCOD/LACR) in Nos</td><td class="xl70">7.5%</td><td class="xl71">2</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Quantitative Parameters</td><td class="xl72">85%</td><td class="xl63">MoM PoS (Nos)</td><td class="xl70">7.5%</td><td class="xl71">2</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Quantitative Parameters</td><td class="xl72">85%</td><td class="xl63">MoM CASA Value- AMB (in Lacs) </td><td class="xl70">27.5%</td><td class="xl71">15</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Quantitative Parameters</td><td class="xl72">85%</td><td class="xl63">MoM Retail TD (Including Sweep) (in lacs)</td><td class="xl70">17.5%</td><td class="xl71">15</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Compliance and Controls</td><td class="xl68">5%</td><td class="xl69">To ensure TAT and "nil" deviations in Audit/KYC/AML/Compliance norms of NTB Accounts</td><td class="xl66">5%</td><td class="xl64">NA</td></tr><tr><td class="xl65" height="20">CA - Relationship Office</td><td class="xl65">Business Quality</td><td class="xl68">10%</td><td class="xl69">90% Accounts should be IP Funded as per Product norms</td><td class="xl66">10%</td><td class="xl64">NA</td></tr><tr><td class="xl67" height="20"><br/></td><td class="xl67"><br/></td><td class="xl73"><br/></td><td class="xl67"><br/></td><td class="xl75">100.0%</td><td class="xl67"><br/></td></tr></tbody></table>

<p>Relationship Manager - MF</p>The Relationship Manager will be responsible for managing client relationships and providing financial advice. They will work to understand the financial needs of clients and recommend suitable investment products. The role involves building and maintaining strong client relationships, meeting sales targets, and staying updated on financial products and market trends.

<p>Relationship Manager - Retail</p><p> </p><table border="0" cellpadding="0" cellspacing="0" width="198"><tbody><tr><td class="xl72" height="54" width="100%">Ensure achievement of collections target set for allocated centres. </td></tr><tr><td class="xl72" height="36" width="100%">Ensure achievement of new members through AOC </td></tr><tr><td class="xl72" height="72" width="100%">Achieving the set targets for Cross Sell products</td></tr><tr><td class="xl72" height="36" width="100%">Member Retention</td></tr><tr><td class="xl73" height="21" width="100%">Self Development</td></tr><tr><td class="xl73" height="21" width="100%">Process Orientaition</td></tr></tbody></table>

<p>Relationship Manager - MLAP</p><p> </p><table height="186" width="202"><tbody><tr><td class="et5" height="30" width="100%">To achieve the Business Targets for  Disbursement</td></tr><tr><td class="et5" height="52" width="100%">Budgeted Yield for the financial year </td></tr><tr><td class="et5" height="52" width="100%">Budgeted Fee Income for the financial year </td></tr><tr><td class="et6" height="52" width="100%">Portfolio quality</td></tr></tbody></table>

<p>Relationship Manager - MF</p><table border="0" cellpadding="0" cellspacing="0" width="211"><tbody><tr><td class="xl67" height="40" width="100%">SIRED RESULT</td></tr><tr><td class="xl68" height="40" width="100%">Ensure achievement of collections target set for allocated centres. </td></tr><tr><td class="xl68" height="40" width="100%">Ensure achievement of new members through AOC </td></tr><tr><td class="xl68" height="40" width="100%">Achieving the set targets for Cross Sell products</td></tr><tr><td class="xl68" height="40" width="100%">Member Retention</td></tr><tr><td class="xl69" height="40" width="100%">Self Development</td></tr><tr><td class="xl69" height="40" width="100%">Process Orientaition</td></tr></tbody></table>

<p>Relationship Manager - AHF</p>The Relationship Manager will be responsible for managing client relationships, providing financial advice, and promoting banking products and services. They will also be required to meet sales targets and ensure customer satisfaction.

<p>Relationship Manager - MLAP</p>The Relationship Manager will be responsible for managing and cultivating relationships with clients in the banking and financial services sector. They will work to understand the financial needs of clients and provide them with suitable products and services. The role involves building trust and rapport with clients to ensure long-term satisfaction and loyalty.

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