- Sales and Target Achievement
- Meet or exceed monthly, quarterly, and annual loan disbursal and volume targets.
- Drive revenue generation through the sale of home loan products and cross-selling related financial services. [1]
- Lead Generation and Sourcing
- Generate current business leads through direct canvassing, market visits, and cold calling.
- Build and manage channels like Direct Selling Agents (DSAs), builders, real estate brokers, and connectors to secure steady referrals. [1, 2, 3]
- Customer Acquisition and Processing
- Guide prospective clients through home loan options, eligibility criteria, and documentation requirements.
- Collect complete application forms with accurate KYC and financial proofs. [1, 2]
- Coordination and Turnaround Time (TAT)
- Coordinate smoothly with credit, risk,



legal, and operations teams for fast file logging, credit appraisal, and loan sanctioning.
- Minimize processing time from initial login to final disbursal. [1, 2]
- Portfolio Quality and Compliance
- Ensure initial credit hygiene by performing preliminary checks on customer profiles to prevent fraud or defaults.
- Maintain strict adherence to internal lending policies, RBI guidelines, and regulatory compliance. [1]
- Relationship Management
- Resolve client inquiries and service issues promptly throughout the loan lifecycle to ensure high customer satisfaction

📌 Relationship Manager (Erode)
🏢 equitas small finance bank
📍 Erode