Wealth Relationship Manager

Equitas Small Finance Bank; Udaipur District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Equitas Small Finance Bank is seeking a Wealth Relationship Manager for its branch operations in Udaipur, Rajasthan. The role demands strategic outreach, client focus and leadership to drive CASA and value growth targets.

The candidate should hold an MBA and bring extensive experience in wealth management to effectively manage insured revenue streams and facilitate cross-sell opportunities. This is a permanent, on-site position based in Udaipur.

Qualifications

• MBA required for the role.
• 11 years of experience in wealth management or related banking function.
• Role titled Wealth Relationship Manager is the focus.

Responsibilities

• WRM KRAs & Incentive System oversight.
• Monitor CASA NTB/Value growth metrics and targets.
• Drive revenue through insurance, brokerage and asset processing fees.
• Ensure compliance with incentive parameters and credit structures.

Skills

Strategic business orientation

Customer focus

Result orientation with execution

Leadership through sustainability

Team working

Education

MBA

Job description

• Branch Banking>North>Rajasthan>Rajasthan>Udaipur>Udaipur>Rajasthan>16029>Udaipur

Posted On 20 Aug 2026

End Date 19 Sep 2026

Required Experience 11 years

Basic Section

No. Of Openings 1

External Title Wealth Relationship Manager

Employment Type Permanent

Employment Category Field

Closing Date 19 Sep 2026

Organisational

Skills

Skill

Strategic Business Orientation Customer Focus Result Orientation with Execution Excellence Weaving Passion and Energy at Work Leadership Through Sustainability Team Working

MBA

Working Language

Hindi

Job Description

WRM KRAs & Incentive System

Parameters

Parameter Weight %

Achievement Scale

Target

CASA NTB Qualified Artha Elite (nos)

10.00%

0 to 300%

3

CASA Value - NTB value growth p.m. -Rs. in Lk)

15.00%

0-300%

35.00

CASA Value - OTB value growth p.m. -Rs. in Lk)

10.00%

-50% to 300%

20.00

RTD Value OTB+NTB value growth p.m. - Rs. in Lk)

20.00%

-50% to 300%

70.00

Revenue Insurance + 3-in-1 Brokerage + Asset Processing Fees - Rs. in Lk)

20.00%

0% to 300%

1.25

10.00%

0-300%

4

Revenue on Investment -Rs. in Lk)

5.00%

0-300%

0.25

Qualified inc. PH (Incl Credit cards /PL) over previous month

10.00%

0-300%

8

Compliance Parameters:

5%

We will consider both TAB and Non-TAB cases and the numbers need to be converted into percentage values with the following credit structure

>0% to <=35% - Credit will be 5%

>35% to <=50% - Credit will be 3%

>50% - Credit will be 0%

5%

Nil: 5 | Otherwise: 0 (Nil Account closures for deviation reasons)