Target Achievement & Sales
Meet monthly, quarterly, and yearly loan sourcing and disbursement targets.
Generate recent home loan and mortgage leads via cold calling, field visits, and market mapping.
Promote specialized housing finance schemes to retail customers. [
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Channel Partner Management
Build and nurture robust ties with builders, developers, real estate agents, and brokers for referral pipelines.
Conduct on-ground marketing and builder-site promotion activities. [
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File Processing & Quality
Conduct initial document verification (KYC, income proofs, property papers) for eligibility.
Coordinate closely with credit, risk, and operations teams for timely file login, sanction, and disbursement.
Maintain healthy portfolio metrics with minimal rejections or fraud risks. [
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Customer Relationship & Market Insight
Deliver excellent post-acquisition service to encourage customer referrals and repeat business.
Track local competitor offerings and interest rate trends in the assigned micro-marke
📌 Relationship Manager Retail Erode
🏢 equitas small finance bank
📍 Erode
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