Relationship Manager - Retail KRA Category Key Performance Indicators (KPIs) &

Responsibilities 1.

Business

Targets &
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 .

📌 Retail Relationship Manager Palladam
🏢 Equitas Small Finance
📍 Palladam