Relationship Manager - Retail Loan Sourcing &

- Target Achievement: Meet or exceed monthly, quarterly, and yearly disbursement and login targets for home loans. [ 1 ] Lead Generation &
- Prospecting: Source new leads through field visits, direct marketing, builder/channel partner tie-ups, and open-market prospecting. [ 1 ] Customer Acquisition &
- Counseling: Educate clients on home loan products, interest rates, and eligibility criteria, matching them with the right financial structure. [ 1 , 2 ] File Login &
- Documentation: Collect accurate financial and KYC documents, ensure initial credit verification, and log error-free files into the system. [ 1 , 2 ] Portfolio Quality &
- Turnaround Time (TAT): Maintain healthy file documentation to reduce rejections and speed up processing times.

Relationship Management: Build solid networks with builders, real estate agents (channel partners), and DSA (Direct Selling Agent) networks for steady repeat business. [ 1 ]

📌 Retail Relationship Manager - Home Loans (Ramanathapuram)
🏢 equitas small finance bank
📍 Ramanathapuram