Sales and Target Achievement

- - Loan Sourcing: Meet monthly and quarterly targets for home loan disbursals and volume.

- New Acquisition: Find new individual borrowers and build a strong 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 rapid processing and disbursal. [1, 2, 3]

Customer Service

- - Client Support: Guide customers through the loan process from application to final payout.

- Retention

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