Position: Relationship Manager - Retail
Job Code: EQU/RM-R/1824631
Entity: Equitas Small Finance Bank
Business Unit: Assets
Division/Function (SBU): Inclusive Banking - SBL
Department: Mortgages
Sub-Department: Business
Generic Role: Relationship Manager
External Title (Job Role): Relationship Manager - Retail
Zone: North
State: Rajasthan
Region: Rajasthan
Area: UDAIPUR
Cluster: UDAIPUR
PT Location: Rajasthan
Branch Code: 16071
Branch Name: Salumbar

Posted On: 07 Aug 2026
End Date: 12 Aug 2026
Required Experience: 1 - 3 years
No. Of Openings: 1
Employment Type: Permanent
Employment Category: Field
Closing Date: 12 Aug 2026

Skills

- Skill: Customer Focus
- Skill: Strategic Business Orientation

Highest Education

- Degree: Bachelor of Arts

Working Language

- Language: Hindi, English

Key Result Areas

Position: Relationship Officer - MFI

S.NO. | DESIRED RESULT | WEIGHTAGE | KEY PERFORMANCE INDICATOR | |-------|-----------------------------------------------------|-----------|--------------------------------------------------| | 1 | Ensure achievement of collections target set for allocated centres. | 50% | % of regular Collections (as per annexure 1) | | 2 | Ensure achievement of new members through AOC | 20% | % of Achievement (as per annexure 2) | | 3 | Achieving the set targets for Cross Sell products | 10% | % of Cross Sell Penetration Achievement % RD & APY Collections (as per annexure 3) | | 4 | Member Retention | 10% | % of Achievement (as per annexure 4) | | 5 | Self Development | 5% | Annexure 5 | | 6 | Process Orientation | 5% | Annexure 6 |

Annexure - 1

Performance Rating Repayment % to be achieved





Rating | Description | |--------|----------------------------------------------------------------------| | 5 | Excellent - 100% repayment achieved by end of every month during the review period | | 4 | Very Good - (99.81-100)% repayment achieved | | 3 | Good - (99.51-99.80)% repayment achieved | | 2 | Adequate - (99.31-99.50)% repayment achieved | | 1 | Far below expectation - < 99.3 % repayment achieved |

Annexure - 2

Scoring method (AOC Target)

Score | Description | |--------------|------------------------------------------| | 5 (Outstanding) | % of AOC Target >120% | | 4 (Excellent) | (111 -120)% of AOC Target | | 3 (Very Good) | (100% - 110%) of AOC Target | | 2 (Good) | (90 -99)% of AOC Target | | 1 (Adequate) | <90% of AOC Target |

Annexure - 3

Scoring method (Cross Sell Target)

Score | Description | |--------------|------------------------------------------| | 5 (Outstanding) | % of Achievement >120% of Cross Sell Target | | 4 (Excellent) | (111 -120)% of Cross Sell Target | | 3 (Very Good) | (100% - 110%) of Cross Sell Target | | 2 (Positive) | (90 -99)% of Cross Sell Target | | 1 (Adequate) | <90% of Cross Sell Target |

Annexure - 4

Scoring method (Member Retention)

Score | Description | |--------------|------------------------------------------| | 5 (Outstanding) | % of Achievement >120% | | 4 (Excellent) | (111 -120)% | | 3 (Very Good) | (100% - 110%) | | 2 (Good) | (90 -99)% | | 1 (Adequate) | <90% |

Annexure - 5

Scoring method (Self Development)

Score | Description | |--------------|------------------------------------------| | 5 (Outstanding) | Average Mandays of Training per Team Member >=3 | | 4 (Excellent) | 2.5-2.99 | | 3 (Very Good) | 2-2.49 | | 2 (Good) | 1-1.99 | | 1 (Adequate) | <1 |

Annexure - 6

Scoring method (Process Orientation)

Score | Description | |--------------|------------------------------------------| | 5 (Outstanding) | Audit Score >95% | | 4 (Excellent) | 91 - 95% | | 3 (Very Good) | 81-90% | | 2 (Good) | 71-80% | | 1 (Adequate) | <71 |

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