- Lead Generation: Find recent buyers by going to builder sites, talking to real estate agents (connectors), and setting up bank stalls.
- Target Achievement: Hit monthly and yearly goals for loan disbursal (giving out loan money) and earning fee income.
- Document Processing: Collect the customer's income proofs, ID, and property papers. Check these documents to make sure they are real and complete.
- File Logging: Submit the completed loan file to the bank's credit/risk team for approval.
- Customer Service: Guide the buyer through the whole loan process. Answer questions quickly until the check is handed over.
- Market Knowledge: Know about the local housing market and what interest rates other banks are offering
📌 Relationship Manager - Retail (India)
🏢 equitas small finance bank
📍 India
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