Virtual Relationship Manager

Equitas Small Finance Bank

1d • Remote

About The Position

This role focuses on managing customer relationships in a virtual capacity, with a strong emphasis on quantitative parameters and business development. The Virtual Relationship Manager will be responsible for achieving targets related to CASA (Current Account Savings Account), TPP (Third Party Products), and other banking products. A key aspect of the role involves ensuring compliance with audit, KYC (Know Your Customer), and AML (Anti-Money Laundering) norms, as well as maintaining high business quality standards, including IP (Interest Payout) funding.

Requirements

• Strong understanding of banking products and services.
• Proficiency in quantitative analysis and target achievement.
• Knowledge of KYC, AML, and compliance regulations.
• Ability to manage and grow a mapped book of business.
• Experience in handling Gold Loans and Retail Term Deposits.
• Understanding of IP Funding norms.

Responsibilities

• Achieve targets for CASA Units, CA AMB (Average Monthly Balance), SA AMB, TPP Premium, Full KYC - Nos, POL Mapped Book, Gold Loan number, NTB Retail TD (New to Bank Retail Term Deposit), and OTB Retail TD (On-the-books Retail Term Deposit).
• Ensure 'nil' deviations in Audit/KYC/AML/Compliance norms of NTB Accounts.
• Ensure 90% of accounts are IP Funded as per Product norms.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed