- - Loan Sourcing: Meet monthly and quarterly targets for home loan disbursals and volume.
- New Acquisition: Find new individual borrowers and build a robust client pipeline.
- Cross-Selling: Offer related financial products like insurance or credit cards. [1, 2]
Channel and Partner Management
- - Builder Relations: Meet builders, real estate agents, and developers to get steady referrals.
- DSA Network: Manage and support Direct Selling Agents (DSAs) to drive volume.
- Market Presence: Attend property expos and local networking events. [1, 2]
Process and File Quality
- - Initial Screening: Check client income, eligibility, and CIBIL score before filing.
- Documentation: Collect accurate KYC, property papers,
and financial proofs.
- File Login & Coordination: Coordinate with the credit and operations teams for fast processing and disbursal. [1, 2, 3]
Customer Service
- - Client Support: Guide customers through the loan process from application to final payout.
- Retention: Keep good contact with borrowers for future references. [1]
If you're preparing for an interview or designing a performance appraisal, let me know if you need help with KPI metrics, daily activity trackers, or incentive structures
📌 Relationship Manager - MF (Erode)
🏢 equitas small finance bank
📍 Erode
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.