Relationship Manager - MF 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 robust 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 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 fast-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 , underwriting, and operations teams to fast-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

📌 Relationship Manager - Mutual Funds and Loan Sourcing (Omalur)
🏢 equitas small finance bank
📍 Omalur