Sales and Target Achievement

- - Monthly/Quarterly Volume: Meet or exceed assigned targets for home loan login, sanction, and disbursement amounts.

- Number of Files: Deliver a specific count of closed and disbursed loan cases per month.

- Portfolio Mix: Balance targets across specific segments like affordable housing, regular home loans, or balance transfers. [1, 2]

Lead Generation and Market Expansion

- - New Sourcing: Conduct area mapping, cold calling, and field visits to find new retail borrowers.

- Channel Partnerships: Build relationships with local builders, real estate brokers, developers, and Direct Selling Agents (DSAs) to create steady referral pipelines.

- Campaign Execution: Participate in promotional activities, on-site stalls, and corporate or housing society camps. [1, 2, 3, 4, 5]

Customer Service and File Processing

- - Initial Screening: Conduct basic eligibility checks, income profiling, and KYC verification before filing.

- Documentation: Collect accurate financial and property papers from clients.

- Coordination: Act as a bridge between the customer, credit/underwriting, and operations teams to ensure smooth and fast loan processing and final disbursement. [1, 2, 3, 4]

Sales and Target Achievement
- - Monthly/Quarterly Volume: Meet or exceed assigned targets for home loan login, sanction, and disbursement amounts.

- Number of Files: Deliver a specific count of closed and disbursed loan cases per month.

- Portfolio Mix:



Balance targets across specific segments like affordable housing, regular home loans, or balance transfers. [1, 2]

Lead Generation and Market Expansion

- - New Sourcing: Conduct area mapping, cold calling, and field visits to find new retail borrowers.

- Channel Partnerships: Build relationships with local builders, real estate brokers, developers, and Direct Selling Agents (DSAs) to create steady referral pipelines.

- Campaign Execution: Participate in promotional activities, in office stalls, and corporate or housing society camps. [1, 2, 3, 4, 5]

Customer Service and File Processing

- - Initial Screening: Conduct basic eligibility checks, income profiling, and KYC verification before filing.

- Documentation: Collect accurate financial and property papers from clients.

- Coordination: Act as a bridge between the customer, credit/underwriting, and operations teams to ensure smooth and fast loan processing and final disbursement. [1, 2, 3, 4]

Portfolio Quality and Compliance

- - File Hygiene: Ensure low error rates and minimal rejections due to incomplete or fraudulent documents.

- Early Delinquency Control: Source quality profiles with good credit scores (CIBIL) to maintain low early-stage defaults

Portfolio Quality and Compliance
- - File Hygiene: Ensure low error rates and minimal rejections due to incomplete or fraudulent documents.

- Early Delinquency Control: Source quality profiles with positive credit scores (CIBIL) to maintain low early-stage defaults

📌 Relationship Manager - MF (Salem)
🏢 equitas small finance bank
📍 Salem