Sales and Target Achievement
Loan Sourcing: Meet monthly and quarterly targets for home loan disbursals and volume.
Recent Acquisition: Find new individual borrowers and build a robust client pipeline.
Cross-Selling: Offer related financial products like insurance or credit cards. [
, ]
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. [
, ]
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 quick processing and disbursal. [
, , ]
Customer Service
Client Support: Guide customers through the loan process from application to final payout.
Retention
📌 Relationship Manager Retail Tamil Nadu
🏢 equitas small finance bank
📍 Tamil Nadu
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.