Relationship Manager - MF

Equitas Small Finance Bank; Jodhpur, Sri Ganganagar; On-site; INR 180,000 - 300,000; Full time

Job summary

Equitas Small Finance Bank in India is seeking a Relationship Officer - MFI to manage client relationships and drive targets across collections, new member acquisition via AOC, cross-sell initiatives, and retention. The role emphasizes continuous self development and strict adherence to process orientation.

The position requires relevant bachelor's degrees and a focus on performance-based KPIs across annexures 1–6.

Qualifications

• Position : Relationship Officer - MFI
• Bachelor-level degrees are listed as accepted educational background.
• The role focuses on targets across collections, member acquisition, cross-sell, retention, self development and process orientation.

Responsibilities

• Ensure achievement of collections target set for allocated centres.
• Ensure achievement of new members through AOC.
• Achieve targets for Cross Sell products.
• Drive member retention.
• Include self development activities.
• Adhere to process orientation as per annexures.

Education

Bachelor in science

Bachelor of Business management

Bachelor of Commerce( honours)

Job description

Skills

Bachelor in science Bachelor of Business management Bachelor of Commerce( honours) BACHELOR OF COMMM

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