Job Description:
Sales Target Achievement: Meet or exceed monthly, quarterly, and yearly targets for home loan sourcing and
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Lead Generation & Customer Acquisition: Prospect current clients through field visits, cold calling, market networking, and ground activities. [
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Channel Partner Management: Build and maintain solid referral networks with builders, real estate agents, and Direct Sales Agents (DSAs). [
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File Processing & Documentation: Conduct initial eligibility checks, collect KYC and financial documents from clients, and ensure accurate application login. [
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Cross-Functional Coordination: Coordinate smoothly with credit, legal, risk, and operations teams to quick-track loan approvals and disbursement. [
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Portfolio Quality & Compliance: Ensure adherence to internal credit policies and regulatory compliance while maintaining a healthy, low-risk sourcing portfolio.
📌 Relationship Manager Retail Tamil Nadu
🏢 equitas small finance bank
📍 Tamil Nadu
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