Key Business Targets

- Loan Volume: Meet your monthly and quarterly goals for total loan amount.
- Lead Generation: Find recent buyers by cold calling, setting up desks at builder sites, or getting referrals.
- Channel Partners: Build strong ties with real estate builders, brokers, and agents to get a steady flow of customers. [1, 2, 3]

File Processing & Compliance

- Document Verification: Collect and check customer documents (like income proof and ID) to make sure they are real.
- File Logging: Enter loan files into the system and follow up with the credit and risk teams for quick approval.
- Disbursement: Help coordinate the final handover of money between the bank and the builder or seller. [1, 2, 3, 4, 5]

Customer Service & Quality

- Client Guidance: Explain loan terms, interest rates, and EMI options clearly to buyers.
- File Health: Make sure the loans you bring in have a low risk of going bad. Check credit scores (like CIBIL) to ensure borrowers can pay.
- Cross-Selling: Offer other bank products like credit cards, insurance, or personal loans to existing customers

📌 Relationship Manager - Retail (South India)
🏢 equitas small finance bank
📍 South India