- - Volume Sourcing: Achieve monthly and quarterly targets for home loan login, sanction, and disbursement values.
- Product Mix: Promote cross-selling of related financial products like mortgage loans, loan against property (LAP), or insurance.
- Funnel Management: Maintain a steady and active sales pipeline from lead generation to final closure. [1, 2, 3, 4]
Channel and Relationship Management
- - Builder & Channel Partner Tie-ups: Build and manage relationships with local real estate developers, brokers, and channel partners for steady referrals.
- Market Networking: Conduct field visits and promotional activities to source open-market retail clients. [1, 2]
Process and Portfolio Quality
- - Initial Credit Evaluation:
Perform preliminary checks on customer income eligibility and credit bureau (CIBIL) status before file logging.
- Documentation Compliance: Collect accurate KYC, legal, and financial documents to reduce rejection rates and prevent fraud.
- TAT Reduction: Ensure quick processing times by coordinating smoothly between customers and the central credit or processing team. [1]
Customer Service and Reporting
- - Customer Retention: Deliver strong post-sale support to encourage customer referrals and repeat business.
- Daily Activity Reporting: Submit accurate reports on client meetings, logged files, and market updates to the branch sales manage
📌 Branch Manager - MLAP (Perundurai)
🏢 equitas small finance bank
📍 Perundurai
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