- Loan Sourcing & Volume Targets
- Achieve monthly, quarterly, and yearly targets for home loan disbursals and login numbers.
- Drive new customer acquisition through direct field sales, local area mapping, and channel partners. [1, 2, 3, 4]
- 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. [1, 2, 3, 4]
- 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. [1, 2, 3, 4]
- File Processing & Coordination
- Collect, verify, and complete initial documentation for borrower files.
- Coordinate smoothly with internal credit, underwriting, and operations teams to quick-track approvals and disbursals. [1, 2]
- 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 guideline

📌 Branch Sales Manager (Coimbatore)
🏢 equitas small finance bank
📍 Coimbatore