- Lead Generation • Achieve or exceed monthly disbursement and file login targets .
- Generate leads through open market cold-calling, site visits, and branch references.
- Build a robust pipeline of prospective borrowers. 2.
Channel
Management • Develop and maintain relationships with builders, real estate brokers, and channel partners to drive referral volume.
- Conduct regular visits to partner sites and projects.
- File Processing &
- Documentation • Ensure end-to-end processing of loan files, including KYC verification and property document collection.
- Minimize Turn Around Time (TAT) from file login to sanction and disbursement . 4.
Portfolio
Quality &
- Compliance • Maintain high First Time Right (FTR) application submissions to minimize rejection rates.
- Adhere strictly to regulatory and compliance standards as mandated by the bank/NBFC. 5.
Customer
Relationship &
- Cross-Selling • Provide excellent customer service and resolve product queries to ensure client retention.
- Cross-sell additional financial products like Life Insurance, Top-Up Loans, and Credit Cards .