✔️ 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 strong 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 Current DSA Onboarding Client Meetings Conducted Files Logged In Business Generated Revenue Generated * Monthly Target Achievement

📌 Relationship Manager (Delhi)
🏢 Akal IT
📍 Delhi