Sales and Target Achievement
Volume targets: Meet or exceed monthly and quarterly loan sanction and disbursement quotas.
Portfolio growth: Acquire recent home loan customers to expand the local market share.
Cross-selling: Promote related financial products like insurance or credit cards alongside home loans. [
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Lead Generation and Sourcing
Market sourcing: Generate fresh leads via cold calling, field visits, and open market campaigns.
Channel partners: Build and maintain solid ties with real estate builders, brokers, and Direct Selling Agents (DSAs).
Referrals: Secure repeat business and customer referrals through relationship management. [
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Loan Processing and Compliance
Initial screening: Conduct basic KYC checks, assess customer eligibility, and perform initial document verification.
Coordination: Work closely with credit, risk, and underwriting teams to rapid-track loan approvals and disbursements.
Compliance: Follow all internal lending policies, ethical guidelines, and legal regulations
📌 Relationship Manager Retail Erode (India)
🏢 equitas small finance bank
📍 India
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