- Achieve monthly, quarterly, and yearly targets for home loan disbursals and login numbers.
- Drive current customer acquisition through direct field sales,
local area mapping, and channel partners.
Channel & Relationship Management
- Build and maintain strong networks with real estate builders, developers, and Direct Selling Agents (DSAs).
- Generate referral pipelines and repeat business through active source engagement.
Portfolio & Lead Conversion
- Qualify leads via initial eligibility profiling and detailed financial needs assessment.
- Maintain healthy conversion ratios from lead generation to final loan disbursement.
File Processing & Coordination
- Collect, verify, and complete initial documentation for borrower files.
- Coordinate smoothly with internal credit, underwriting, and operations teams to fast-track approvals and disbursals.
Compliance & Reporting
- Maintain daily activity logs, area mapping reports, and sales pipeline updates in prescribed CRM formats.
- Ensure complete adherence to company lending policies and regulatory guidelines.
📌 Skill (Erode)
🏢 Equitas Micro Finance India
📍 Erode
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