- Entity: Equitas Small Finance Bank
- Business Unit: Assets
- Division/Function (SBU): Inclusive Banking - SBL
- Department: Mortgages
- Sub-Department: Business
- Generic Role: Relationship Manager
- External Title (Job Role): Relationship Manager - Retail
- Division: Inclusive Banking - SBL
- Zone: South
- State: Tamil Nadu
- Region: Erode
- Area: Salem
- Cluster: Attyampatty
- PT Location: EDAPPADY
- Branch Code: 1268
- Branch Name: Edapady
Skills
- Skill: Strategic Business Orientation
- Highest Education: Bachelor in Science
- Working Language: Tamil
Sales and Target Achievement
- Meet monthly volume and value targets for home loan disbursements.
- Drive daily lead generation through field visits and open markets.
- Convert raw inquiries into completed loan applications (logins).
Channel and Relationship Management
- Build and maintain ties with real estate builders, agents, and brokers.
- Source repeat business and client referrals.
- Conduct joint marketing or site activities with developers.
Processing and File Quality
- Collect and verify initial customer KYC and income documents.
- Coordinate smoothly with credit and operations teams for quick sanction and disbursement.
- Maintain healthy portfolio risk by ensuring proper document authenticity.
Customer Service and Reporting
- Assist clients through the entire home loan journey.
- Resolve customer or product queries efficiently.
- Submit regular daily and weekly sales performance reports.
📌 Skill (Erode)
🏢 Equitas Micro Finance India
📍 Erode
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