Role DescriptionDesignation: Sales OfficerGrade: EB-1-officer/EM-2-Assistant ManagerLegal Entity: Equitas Small Finance BankBusiness Unit: Retail AssetsDivision: Inclusive Banking Department : Retail MortgagesTravel required: Yes/No (if Yes, please mark ->)Level of travel: ExtensiveLevel: Individual Contributor
Org structure

Org structure
(Please use the below format to highlight one level supervisor, peer levels and reporting levels).
Green color indicates the role for which the role description is prepared)

Purpose of the role:
To ensure high quality delivery of relevant Sourcing of LAP & Housing finance ranging from 10 Lac to 50 Lac/1 Cr for our existing customers & Open Market customers as per company process & Policy.

Key Responsibilities:

- Sourcing of LAP & Housing finance through connectors & self-sourcing.
- Empanelment of Recent connecters to source business in HF & LAP
- Process of LAP & Micro Housing loan by accessing their income through personal discussion & field Visit & documentation.
- Track and Ensure Repayments of the Loan disbursed
- An Individual player with high performance and be a team player
- To Build and Nurture team & enable them to achieve high performance as per the branch capacity & budget.




- Lead generation & conversion for existing customers who require LAP/housing finance.
- Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner
- Sourcing & Completion of Loan document application form and follow-up to be don till disbursement stage

Desired Experience:

- Number of years of experience (range): 1-3 years
- Types of Companies/Sector worked for:- Banks/NBFCs ,Housing finance companies should have relevant experience in LAP & housing finance .
- Responsibility Managed in previous organization:- The applicant Should Have experience in Sourcing of LAP & housing products
- Languages:- Working knowledge of English and fluency in regional language of the state applying for. Ability to speak in other regional languages would be an added advantage.

- Computer/technical skills (If Any) Should be comfortable in using Excel (ability to analyze reports sent from Head Office) and email (ability to communicate clearly in written English).

Qualifications:

- Graduation: Any Graduate
- Post-graduation : MBA or any PG would be an added advantage
- Professional Qualifications: Nothing specific
- Certifications (please specify): Nothing specific

Prepared by: Ref. No.:

📌 Relationship Manager - Retail (Pudukkottai)
🏢 equitas small finance bank
📍 Pudukkottai