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). [1, 2, 3]

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. [1, 2]

Processing and File Quality

- - Collect and verify initial customer KYC and income documents.

- Coordinate smoothly with credit and operations teams for rapid sanction and disbursement.

- Maintain healthy portfolio risk by ensuring proper document authenticity. [1, 2]

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.

📌 Relationship Manager - Retail (Idappadi)
🏢 equitas small finance bank
📍 Idappadi