Relationship Manager - Retail Key Performance Targets (Quantitative) Loan Sourcing &

- Disbursal : Achieve specific monthly, quarterly, and annual volume targets for home loan sanctions and final disbursements.

Login

Quality &

- Count : Maintain a high number of quality file logins with minimal rejection rates.

Portfolio Spread : Cross-sell related financial products like insurance, credit cards, or Home Improvement Loans. [ 1 , 2 , 3 ] Channel &

- Market Development (Qualitative) Channel Partner Network : Build and maintain active relationships with real estate builders, developers, and local channel partners (DSAs/brokers) for steady referral streams.

Market Mapping : Conduct local market research and outdoor campaigns (such as site visits and exhibitions) for lead generation. [ 1 , 2 , 3 , 4 ] Process &

- Compliance Management File Processing :



Conduct initial document verification, check basic eligibility/financial profiling, and log complete files.

Team Coordination : Follow up proactively with internal credit, technical, and legal evaluation teams to ensure smooth and fast loan processing.

Regulatory Compliance : Ensure adherence to company lending policies, KYC norms, and anti-fraud guidelines. [ 1 , 2 , 3 , 4 , 5 ] Customer Relationship Management Client Engagement : Deliver excellent customer service from initial application through post-disbursement support to encourage referrals.

Query Resolution : Address customer or partner complaints swiftly and transparentl

📌 Retail Relationship Manager (Salem)
🏢 Equitas Small Finance
📍 Salem