25 Aug
|
Equitas Small Finance
|
Perundurai
25 Aug
Equitas Small Finance
Perundurai
Branch Manager - MLAP Core Sales and Target Achievement 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 - Mortgage Loans and Property Financing (Perundurai)
🏢 Equitas Small Finance
📍 Perundurai