Relationship Manager - Retail

Equitas Small Finance Bank; Udaipur; Vor Ort; INR 350.000 - 550.000; Vollzeit

Zusammenfassung

Equitas Small Finance Bank in Udaipur (Rajasthan) invites applications for the Relationship Manager - Retail role. You will manage client relationships in the retail lending space, assess credit needs, and drive branch-level business in the North zone.

The role requires 1-3 years experience, permanent employment, and a focus on collections, customer acquisition, cross-sell, and retention. Located at a branch in Rajasthan, you will work with Mortgages and Inclusive Banking - SBL teams.

Qualifikationen

• 1-3 years of relevant experience
• Permanent role
• Field/Inclusive Banking background preferred

Aufgaben

• Achieve collections targets for allocated centres (monthly)
• Acquire new members through AOC initiatives
• Meet cross-sell targets for products and services
• Ensure member retention and engagement
• Pursue self development and process orientation activities

Kenntnisse

Customer Focus

Strategic Business Orientation

Jobbeschreibung

End Date 17 Nov 2026

Required Experience 1 - 3 years

Basic Section

No. Of Openings 1

External Title Relationship Manager - Retail

Employment Type Permanent

Employment Category Field

Organisational

Entity Equitas Small Finance Bank

Business Unit Assets

Division/Function (SBU) Inclusive Banking - SBL

Department Mortgages

Sub-Department Business

Generic Role Relationship Manager

External Title (Job Role) Relationship Manager - Retail

Division Inclusive Banking - SBL

Zone North

State Rajasthan

Region Rajasthan

Area UDAIPUR

PT Location Rajasthan

Branch Code 16069

Skills

Skill

Customer Focus Strategic Business Orientation

Key Result Areas
Position : Relationship Officer - MFI

S.NO. DESIRED RESULT WEIGHTAGE KEY PERFORMANCE INDICATOR 1162352

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