Elite Relationship Manager

3 days ago


Branch BankingNorthPunjabHR PBPunjabPunjabPunjabLudhiana Main, India Equitas Small Finance Ltd Full time

Elite Relationship Manager

Role Parameters Parameter Weight % All Br ERM CASA NTB Qualified Family Banking (nos) (Refer Definition % ERM CASA OTB Qualified Family Banking Upgrade (nos) (Refer Definition % ERM CASA Value (OTB+NTB value growth p.m. -Rs. in Lk % ERM RTD Value (OTB+NTB value growth p.m. - Rs. in Lk % ERM Revenue ((Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in Lk % ERM Total Unique PH growth (Incremental from previous month end % ERM Asset Cross sell (GL Locations - Rs. in Lk p.m) (or % ERM Asset Cross sell (Non GL Locations, 1 case p.m) (or ERM Investment Net Sales - (p.m Rs. In Lk ERM Branch Customer Service (Customer education on Digital channels, Handling customer queries and Customer compliants % NA ERM Branch Operations & Compliance (Re KYC & Inoperative accounts activation % NA

%


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