- Target Achievement & Sales Planning: Fulfilling monthly, quarterly, and annual targets for home loans and mortgage products. [1, 2]
- Lead Generation & Sourcing: Sourcing recent business through open markets, builders, direct sales, and channel partners (DSAs/real estate agents). [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
📌 Relationship Manager - Retail (Salem)
🏢 equitas small finance bank
📍 Salem
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