Job Description:

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 Orientaition 5% Annexure 6
Annexure - 1
Performance Rating Repayment % to be achieved
5 (Excellent) 100% repayment achieved by end of every month during the review period
4 (Very Positive) (99.81-100)% repayment achieved by end of every month during the review period
3 (Good) (99.51-99.80)% repayment achieved by end of every month during the review period
2 (Adequate) (99.31-99.50)% repayment achieved by end of every month during the review period
1 (Far below the expectation)
Annexure - 2




Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)
% of AOC Target >120% of AOC Target (111 -120)% of AOC Target (100% - 110%) of AOC Target (90 -99)% of AOC Target
Annexure - 3
Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)
% of Achievement >120% of Cross Sell Target (111 -120)% of Cross Sell Target (100% - 110%) of Cross Sell Target (90 -99)% of Cross Sell Target
Annexure - 4
Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)
% of Achievement >120% (111 -120)% (100% - 110%) (90 -99)%
Annexure - 5
Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Good) 2
(Good) 1
(Adequate)
Average Mandays of Training per Team Member >=3 2.5-2.99 2-2.49 1-1.99
Annexure - 6
Scoring method 5
(Outstanding) 4
(Excellent) 3
(Very Valuable) 2
(Good) 1
(Adequate)
Audit Score >95% 91 - 95% 81-90% 71-80%

📌 Relationship Manager - MF (Khairthal)
🏢 equitas small finance bank
📍 Khairthal