✔️ Generate Business through DSAs, Channel Partners, CAs, Property Consultants, Builders, and Direct Clients.

✔️ Conduct regular visits to DSAs, Clients, CA Firms, Market Associations, Industrial Areas, and Business Establishments.

✔️ Develop and maintain robust relationships with existing DSAs and referral partners.

✔️ Identify and onboard new DSAs, Agents, and Referral Associates.

✔️ Source Business Loan, MSME Loan, CC Limit, LAP, Home Loan, Project Finance, and other loan proposals.

✔️ Explain loan products, eligibility criteria, and bank policies to clients.

✔️ Collect customer documents and ensure complete file submission.

✔️ Coordinate with Telecallers, Credit Team, and Operations Team for smooth processing.





✔️ Follow up with customers for pending documents and requirements.

✔️ Maintain daily visit reports, DSA meeting reports, and business pipeline MIS.

✔️ Achieve monthly business sourcing and revenue targets.

✔️ Attend training sessions and implement company sales strategies.

✔️ Maintain professional relationships with Bank Managers and Branch Officials.

✔️ Represent Loan Experts India in the market and promote company services.

## KPI

* Number of DSA Visits

* Number of New DSA Onboarding

* Client Meetings Conducted

* Files Logged In

* Business Generated

* Revenue Generated

* Monthly Target Achievement

📌 Relationship Manager (Delhi)
🏢 Akal IT
📍 Delhi