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