Sales Targets and Business Growth

- - Meet or beat monthly and quarterly targets for home loan numbers and total loan value.

- Drive related financial product sales, like Loan Against Property (LAP) or insurance cross-sell.

- Grow local market share by finding recent retail customers through field visits and calls. [1, 2, 3, 4]

Channel and Partner Management

- - Build strong ties with real estate builders, agents, and brokers to get regular referrals.

- Manage relationships with Direct Selling Agents (DSAs) to increase loan applications.

- Run local marketing events or site visits to find interested buyers. [1, 2, 3]

Customer Service and Conversion

- - Contact and qualify inbound leads quickly.

- Explain home loan options, interest rates, and eligibility rules clearly to clients.





- Guide customers smoothly through the application process from start to finish. [1, 2, 3]

Process and Compliance Quality

- - Collect correct financial documents and KYC papers from applicants.

- Send complete files to the credit and risk team while keeping error rates low.

- Follow internal bank rules and external legal lending standards. [1, 2, 3]

Reporting and Accountability

- - Update daily call logs and lead statuses in the CRM system.

- Share regular progress reports with the branch or sales manager. [1]

If you'd like, I can help you:

📌 Relationship Manager - Retail (Madurai)
🏢 equitas small finance bank
📍 Madurai