Relationship Manager - Retail

PeopleStrong Pte Ltd; Udaipur District; On-site; INR 350,000 - 500,000; Full time

Job summary

Equitas Small Finance Bank in Rajasthan is seeking a Relationship Manager - Retail to manage client relationships and drive lending and deposit product sales from designated centres.

The role emphasizes collections, new member acquisition, cross-sell targets, and customer retention, with clear performance metrics. Prior experience of 1-3 years in retail banking is essential, along with a customer-focused approach.

Qualifications

• 1-3 years of experience in retail banking or relationship management.
• Strong customer focus and sales/service skills.
• Willingness to work in a performance-driven environment.

Responsibilities

• Achieve collections targets for allocated centres.
• Acquire new members through AOC and drive cross-sell of products.
• Achieve targets for member retention and cross-sell penetration.
• Engage in self development and adhere to process orientation.

Skills

Customer focus

Strategic business orientation

Job description

• Inclusive Banking - SBL>North>Rajasthan>Rajasthan>UDAIPUR>UDAIPUR>Rajasthan>16070>Pratapgarh

End Date 29 Sep 2026

Required Experience 1 - 3 years

Basic Section

No. Of Openings 1

External Title Relationship Manager - Retail

Employment Type Permanent

Employment Category Field

Closing Date 29 Sep 2026

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 16070

Branch Name Pratapgarh

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