Relationship Manager - Retail Sales Target Achievement: Meet or exceed monthly, quarterly, and annual volume and value targets for home loans and mortgage products (such as Loan Against Property - LAP). [ 1 , 2 ] Lead Generation &
Sourcing: Procure recent leads through open market sourcing, direct sales, and field visits. Build and manage channels like real estate developers, builders, brokers, and direct-to-consumer outreach. [ 1 , 2 , 3 , 4 ] Customer Acquisition &
Engagement: Conduct initial client meetings, perform financial needs analysis, and profile customer eligibility for housing finance products. [ 1 , 2 ] File Processing &
Operational Turnaround: Collect, verify initial KYC/financial documents, and coordinate smoothly with internal credit, legal, and operations teams for timely loan sanctioning and disbursement. [ 1 , 2 ] Portfolio Quality &
Compliance: Ensure sourced files adhere to credit policies, risk norms, and regulatory guidelines to maintain a healthy asset portfolio. [ 1 ] Cross-Selling &
Relationship Management: Promote third-party financial products or insurance offerings tied to the loan and maintain positive post-disbursement client relationships for referral

📌 Retail Relationship Manager Home Loans & Mortgage Sales Salem
🏢 equitas small finance bank
📍 Salem