Retail Relationship Manager - Home Loans & Mortgage Sales (Dharmapuri)

13 Sep

equitas small finance bank

Dharmapuri

13 Sep

equitas small finance bank

Dharmapuri

Relationship Manager - Retail Target Achievement &

- Sales Planning: Fulfilling monthly, quarterly, and annual targets for home loans and mortgage products. [ 1 , 2 ] Lead Generation &
- Sourcing: Sourcing recent business through open markets, builders, direct sales, and channel partners (DSAs/real estate agents). [ 1 , 2 , 3 ] Customer Acquisition &
- Relationship Management: Meeting prospective clients, understanding financial needs, profiling eligibility, and maintaining relationships for referrals. [ 1 , 2 , 3 ] File Processing &
- Coordination: Collecting and verifying customer documents, logging files, and coordinating internally with credit, legal, and operations teams for sanctions and disbursements. [ 1 , 2 ] Portfolio &
- Cross-Selling: Cross-selling insurance, credit cards, or other asset products tied to the banking or housing finance portfolio

📌 Retail Relationship Manager - Home Loans & Mortgage Sales (Dharmapuri)
🏢 equitas small finance bank
📍 Dharmapuri

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