Core Key Result Areas (KRAs)
- Loan Sourcing & Volume Targets
Achieve monthly, quarterly, and yearly targets for home loan disbursals and login numbers.
Drive recent customer acquisition through direct field sales, local area mapping, and channel partners. [1, 2, 3, 4]
Channel & Relationship Management
Build and maintain solid 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 guidelines

📌 Relationship Manager Ahf Erode
🏢 equitas small finance bank
📍 Erode