Target Achievement: Meet monthly and quarterly goals for home loan disbursement, login volumes, and fee income. [1, 2]
Lead Sourcing & Generation: Source recent business through open markets, builders, channel partners, direct selling agents (DSAs), and on-ground marketing activities. [1, 2]
Customer Acquisition & Engagement: Meet prospective clients, explain home loan products, assess financial eligibility, and guide them through the application cycle. [1, 2]
Document Verification & Processing: Collect KYC and financial documents, perform preliminary credit checks, and ensure files meet policy guidelines before login. [1, 2]
Coordination & Disbursement: Liaise with the credit, risk, and operations teams to rapid-track approvals and coordinate final loan disbursements. [1, 2]
Relationship Management: Maintain steady contact with builders, real estate agents, and past clients to generate repeat business and referrals
📌 Relationship Manager Retail Gobichettipalayam
🏢 equitas small finance bank
📍 Gobichettipalayam
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