Branch Relationship Executive - UCV

Equitas Small Finance Bank Ltd.; Prayagraj; On-site; INR 400,000 - 700,000; Full time

Job summary

Equitas Small Finance Bank Ltd. is seeking a Branch Relationship Executive for the Allahabad (UCV) branch in the North zone. The candidate should have 4–5 years of experience and will handle disbursement targets, portfolio quality monitoring, and timely loan processing under the UCV department.

The role is permanent in the Field employment category under the Assets business unit. Branch code 17009, Allahabad branch name, UCV department.

Qualifications

• The ad lists experience-oriented criteria and core competencies required for the role.

Responsibilities

• Deliver UCV disbursement as per productivity norms.
• Monitor and track portfolio quality with focus on ED cases per thresholds.
• Ensure timely completion of PDD for loans disbursed.
• Engage in self development and training for team members.
• Maintain process orientation and audit scores.

Skills

Strategic Orientation

Leadership

Sustainability

Innovation

Customer Focus

Job description

Required Experience 4 - 5 years

Basic Section

No. Of Openings 1

External Title Branch Relationship Executive - UCV

Employment Type Permanent

Employment Category Field

Organisational

Entity Equitas Small Finance Bank

Business Unit Assets

Department UCV

Generic Role Sales Officer

External Title (Job Role) Branch Relationship Executive - UCV

Zone North

Branch Code 17009

Branch Name Allahabad

Skills

Skill

Strategic Business Orientation Leadership Through Sustainability Innovation Led Transformation Customer Focus

1 Deliver UCV disbursemet as per productivity norms 40% Actual Disbursement Vs Objectives As per annexure 1

2 Manage, Monitor & Track the portfolio quality by keeping the ED cases as per threshold limits 15% % Achievement As per annexure 2

3 Completion of PDD on time for the loans disbursed 15% % Achievement As per annexure 3

4 Self Development 5% Average Mandays of Training per Team Member As per annexure 4

5 Process Orientation 5% Audit score As per annexure 5

Annexure - 1

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

Officer - Sales (Avg Disbursment / month) > Rs. 23.0 lacs Rs. 20.1 - Rs. 23.0 lacs Rs.17.1 - 20.0 lacs Rs. 15.0 - Rs. 17.0 lacs < Rs. 15.0 lacs

Assistant Manager - Sales (Avg Disbursement/month) > Rs. 29.0 lacs Rs. 26.1 - Rs. 29.0 lacs Rs. 23.1 - 26.0 lacs Rs. 20.0 - Rs. 23.0 lacs < Rs. 20.0 lacs

Annexure - 2

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

% Achievement >120% 100% - 120% 95% - 100% 85% - 95% <85%

Annexure - 3

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

% Achievement >120% 100% - 120% 95% - 100% 85% - 95% <85%

Annexure - 4

Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)

Collection >95% 91 - 95% 81-90% 71-80% <71

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