Lead Generation and Sales Targets
Recent Customer Acquisition: You find current buyers through cold calling, real estate visits, and market events.
Target Achievement: You hit exact monthly and quarterly goals for total loan amounts sold.
Partner Networking: You build partnerships with real estate agents (builders), brokers, and previous clients to get referral leads. [1, 2, 3, 4, 5]
Loan Processing and Document Checks
File Preparation: You help the client fill out the loan application.
Document Verification: You collect and check key paperwork like KYC (ID), income proofs (salary slips/tax returns), and property papers.
Site Visits: You visit properties or construction sites to verify the home's value and location. [1, 2, 3, 4, 5]
Processing Speed (TAT)
Fast Processing:



You ensure the loan moves quickly from application to final approval and disbursement.
Team Coordination: You act as the bridge between the customer and internal bank departments (like Risk or Credit teams) to fix any missing details quickly. [1, 2, 3, 4]
Customer Service and Relationship Building
Product Education: You explain interest rates, EMIs, and loan features clearly to the buyer.
Query Resolution: You answer customer questions and provide updates on their loan status. [1, 2, 3]
Compliance and Risk
Fraud Prevention: You ensure all submitted documents are real and valid to protect the bank from losing money. [1, 2, 3]

📌 Relationship Manager Retail Bhavani
🏢 equitas small finance bank
📍 Bhavani