Relationship Manager - MF Sales and Target Achievement Loan Sourcing: Meet monthly and quarterly targets for home loan disbursals and volume.

New Acquisition: Find current 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 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 - Mutual Funds and Loan Sales (Velur)
🏢 Equitas Small Finance
📍 Velur