Elite Relationship Manager
Job ID: EQU/ERM/1816956
Company: Equitas Small Finance Bank
Location: Udaipur, Rajasthan
Branch: Kota
Posted On: 30 Jul 2026
End Date: 29 Aug 2026
Required Experience: 7 years

Basic Section

- No. Of Openings: 1
- External Title: Elite Relationship Manager
- Employment Type: Permanent
- Employment Category: Field
- Closing Date: 29 Aug 2026

Organisational Section

- Entity: Equitas Small Finance Bank
- Business Unit: Liabilities
- Division/Function (SBU): Branch Banking
- Department: Branch Banking
- Sub-Department: Branch Banking
- Generic Role: Elite Relationship Manager
- External Title (Job Role): Elite Relationship Manager
- Division: Branch Banking
- Zone: North
- State: Rajasthan
- Region: Rajasthan
- Area: Udaipur
- Cluster: Udaipur
- PT Location: Rajasthan
- Branch Code: 16005
- Branch Name: Kota

Skills

- Skill: Team Working
- Highest Education: BA
- Working Language: Hindi

ERM KRAs & Incentive System

Parameters | Weight % | Achievement Scale | Target | |---------------------------------------------------------------------------------------------|----------|-----------------------------|---------| | CASA NTB Qualified Artha Elite (nos) | 10.0% | 0 to 300% | 3 | | CASA Value - NTB value growth p.m. - Rs.



in Lk | 15.0% | 0-300% | 25.00 | | CASA Value - OTB value growth p.m. - Rs. in Lk | 10.0% | -50% to 300% | 15.00 | | RTD Value (OTB+NTB value growth p.m. - Rs. in Lk | 20.0% | -50% to 300% | 35.00 | | Revenue (Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in Lk | 25.0% | 0% to 300% | 0.75 | | Incremental FB grouping (Unique groups) | 7.5% | 0-300% | 5 | | Qualified inc. PH over previous month | 7.5% | 0-300% | 10 | | Asset Cross sell (GL Locations - Rs. in Lk p.m) (or) | 5.0% | 0-300% | 1.00 | | Asset Cross sell (Non GL Locations, 1 case p.m) (or) | | | 1 | | Investment Net Sales - (p.m Rs. In Lk) | 10.00 | | |

Compliance Parameters:

- Account opening FTR (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%

- Acquisition - Ensure due diligence/KYC as per norms (Documents/Customer Onboarding) (Nil deviations) (5%)
Nil: 5 | Otherwise: 0 (Nil Account closures for deviation reasons)

📌 Skill (Udaipur)
🏢 Equitas Micro Finance India
📍 Udaipur