Personal Banker

2 weeks ago

Branch BankingNorthPunjabHR PBPunjabPunjabPunjabHoshiarpur, India Equitas Small Finance Ltd Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Personal Banker

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

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