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 robust 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
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