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 current 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 Udumalaipettai
🏢 equitas small finance bank
📍 Udumalaipettai
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