Key Relationship Manager - UCV

Equitas Small Finance Bank; Gorakhpur; On-site; INR 420,000 - 660,000; Full time

Job summary

Equitas Small Finance Bank in Gorakhpur (North Zone) invites applications for Key Relationship Manager - UCV. The role focuses on relationship management, disbursement targets, and portfolio monitoring within the UCV department.

Responsibilities include driving disbursements per productivity norms, monitoring ED cases, ensuring timely PDD completions, and maintaining high process standards. The candidate should have a strategic mindset and strong customer focus.

Qualifications

• Proven track record in sales/relationship management.
• Experience in retail/banking sector preferred.

Responsibilities

• Deliver UCV disbursement as per productivity norms.
• Monitor portfolio quality with ED cases within threshold limits.
• Completion of PDD on time for the loans disbursed.
• Self-development and team training.
• Maintain process orientation and audit readiness.

Skills

Strategic Business Orientation

Leadership

Sustainability

Innovation Led Transformation

Customer Focus

Job description

Basic Section

No. Of Openings 1

External Title Key Relationship Manager - 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) Key Relationship Manager - UCV

Zone North

Branch Code 17010

Branch Name Gorakhpur

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