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 robust 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: 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 Mf Erode
🏢 equitas small finance bank
📍 Erode