Elite Relationship Manager

3 days ago

Punjab North Ludhiana Main HR PB Branch Banking, India Equitas Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year
RoleParametersParameter Weight %All BrERMCASA NTB Qualified Family Banking (nos) (Refer Definition)13%3ERMCASA OTB Qualified Family Banking Upgrade (nos) (Refer Definition)7.5%4ERMCASA Value (OTB+NTB value growth p.m. -Rs. in Lk)20.0%50ERMRTD Value (OTB+NTB value growth p.m. - Rs. in Lk)15.0%40ERMRevenue ((Investments + Insurance +  3-in-1 Brokerage + Asset Processing Fees) - Rs. in Lk)15.0%0.6ERMTotal Unique PH growth (Incremental from previous month end)10.0%10ERMAsset Cross sell (GL Locations - Rs. in Lk p.m) (or)5.0%1ERMAsset Cross sell (Non GL Locations, 1 case p.m) (or)1ERMInvestment Net Sales - (p.m Rs. In Lk)5ERMBranch Customer Service (Customer education on Digital channels, Handling customer queries and Customer compliants)5.0%NAERMBranch Operations & Compliance (Re KYC & Inoperative accounts activation)10.0%NA

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  • Elite Relationship Manager

    2 days ago

    Bangalore , , Branch Banking, Rest of India , Karnataka, Mysore -KD Road Equitas Small Finance Bank Full time ₹ 1,20,000 - ₹ 6,00,000 per year

    RoleCategoryCategory WeightageParametersParameter Weight %MetroUrbanSURuralCappingElite RMQuantitative Parameters75%CASA NTB Count p.m10%55550 to 200%Elite RMQuantitative Parameters75%CASA Growth (Rs. Lacs p.m.)25% % to 200%Elite RMQuantitative Parameters75%RTD Growth ( Rs. Lacs p.m)20% % to 200%Elite RMQuantitative Parameters75%LI + GI+ MF +3in1 - Net...

  • Elite Relationship Manager-branch Banking-branch Banking

    2 weeks ago

    Hisar, HR, IN Kotak Mahindra Bank Full time

    Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Ensures high levels of customer service orientation and application of bank policy Cross sells existing bank products to customers...

  • Branch Relationship Manager

    2 weeks ago

    Branch Banking>North>Punjab>HR & PB>Punjab>Punjab>Punjab>>Bathinda, India Equitas Small Finance Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Branch Relationship Manager Role Parameters Parameter Weight % A+, A Others BRM CASA NTB Qualified Family Banking (nos) (Refer Definition % BRM CASA OTB Qualified Family Banking Upgrade (nos) (Refer Definition % BRM CASA Value (OTB+NTB value growth p.m. -Rs. in Lk % BRM RTD Value (OTB+NTB value growth p.m. - Rs. in Lk...

  • Relationship Manager

    1 week ago

    Hyderabad, -HYDERABAD-HIMAYATNAGAR-NO. ---BR-TLA, MAIN ROAD WARD NO. HIMAYATNAGAR, Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship ManagementThe Elite Relationship Manager will be responsible for managing household relationships within the branch banking sector. The role involves providing relationship management services to clients and ensuring customer satisfaction. The manager will also be responsible for promoting...

  • Branch Relationship Manager

    3 days ago

    North, HR & PB, Branch Banking, Punjab, , Mohali, India Equitas Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    RoleParametersParameter Weight %A+, AOthersBRMCASA NTB Qualified Family Banking (nos) (Refer Definition)13%32BRMCASA OTB Qualified Family Banking Upgrade (nos) (Refer Definition)7.5%21BRMCASA Value (OTB+NTB value growth p.m. -Rs. in Lk)20.0%4030BRMRTD Value (OTB+NTB value growth p.m. - Rs. in Lk)15.0%3020BRMRevenue ((Investments + Insurance +  3-in-1...

  • Branch Relationship Manager

    3 days ago

    Panipat, North, , Haryana, HR & PB, Branch Banking, India Equitas Small Finance Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    RoleParametersParameter Weight %A+, AOthersBRMCASA NTB Qualified Family Banking (nos) (Refer Definition)13%32BRMCASA OTB Qualified Family Banking Upgrade (nos) (Refer Definition)7.5%21BRMCASA Value (OTB+NTB value growth p.m. -Rs. in Lk)20.0%4030BRMRTD Value (OTB+NTB value growth p.m. - Rs. in Lk)15.0%3020BRMRevenue ((Investments + Insurance +  3-in-1...

  • Relationship Manager

    3 days ago

    Inclusive Banking - SBL>North>Punjab>Punjab>Ludhiana>Ludhiana>Punjab>>Chandigarh, India Equitas Small Finance Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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  • Premium Acquisition Manager

    2 days ago

    Branch Banking, Janakpuri, , Delhi, Delhi , North, India Equitas Small Finance Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    PAM Monthly SOP:ParameterWeightageCappingGatingRemarksPool of Liabilities75%1 Crore Capping per Client2 ELITE NTBs with 5L IP eachQ1 – 40 L, Q2 – 50 L, Q3 & Q4 -60L Pool of Insurance25%250% CappingNAQ1 & Q2 1 L, Q3 - 1.2L, Q4 - 1.5L

  • Relationship Manager

    22 hours ago

    Inclusive Banking - MF>North>Punjab>Punjab>Ludhiana>Ludhiana>Punjab>>Mansa-Pnb, India Equitas Small Finance Ltd Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Relationship Manager - MF Collections Home Key Result Areas Position : Relationship Officer - MFI S.NO. DESIRED RESULT WEIGHTAGE KEY PERFORMANCE INDICATOR Ensure achievement of collections target set for allocated centres % % of regular Collections as per annexure 2 Ensure achievement of new members through AOC % % of Achievement as per annexure 3 Achieving...

  • Relationship Manager

    1 week ago

    Inclusive Banking - MF>North>Punjab>Punjab>Ludhiana>Patiala>Punjab>>Jalandhar, India Equitas Small Finance Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Relationship Manager - MF Sales Home Key Result Areas Position : Relationship Officer - MFI S.NO. DESIRED RESULT WEIGHTAGE KEY PERFORMANCE INDICATOR Ensure achievement of collections target set for allocated centres % % of regular Collections as per annexure 2 Ensure achievement of new members through AOC % % of Achievement as per annexure 3 Achieving the...