Customer Service Officer - Retail

EQU/CSO-R/1860322
Equitas Small Finance Bank
Inclusive Banking - SBL > North > Rajasthan > Rajasthan > Jaipur > Bhilwara > Rajasthan > 16057 > Rajsamand

Posted On: 15 Sep 2026
End Date: 20 Sep 2026
Required Experience: 1 - 3 years

No. Of Openings: 1
External Title: Customer Service Officer - Retail
Employment Type: Permanent
Employment Category: Office
Closing Date: 20 Sep 2026

Organisational

Entity: Equitas Small Finance Bank
Business Unit: Assets
Division/Function (SBU): Inclusive Banking - SBL
Department: Mortgages
Sub-Department: Operations
Generic Role: Customer Service Officer
External Title (Job Role): Customer Service Officer - Retail
Division: Inclusive Banking - SBL
Zone: North
State: Rajasthan
Region: Rajasthan
Area: Jaipur
Cluster: Bhilwara
PT Location: Rajasthan
Branch Code: 16057
Branch Name: Rajsamand

Skills

- Skill: Customer Focus
- Strategic Business Orientation

Highest Education: Bachelor of Arts
Working 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 |

Annexures

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 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) < 99.3 % repayment achieved by end of every month during the review period |

Annexure - 2
Scoring method

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

Annexure - 3
Scoring method

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 | (Good) (90 -99)% of Cross Sell Target | | 1 | (Adequate) <90% of Cross Sell Target |

Annexure - 4
Scoring method

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

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

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

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