- Volume targets: Meet monthly/quarterly login and disbursement numbers.
- Portfolio growth: Expand active home loan customer base.
- Cross-selling: Pitch insurance or allied financial products. [
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? Lead Generation & Sourcing
- Channel expansion: Source files via direct market and DSAs.
- Builder ties: Network with local real estate agents and builders.
- Field prospecting: Conduct site visits and ground marketing activities. [
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? File Processing & Quality
- Documentation: Collect complete financial and technical documents.
- Initial vetting: Perform preliminary CIBIL and eligibility checks.
- Underwriting coordination: Liaise with credit teams for speedy sanctions. [
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? Customer Service & Compliance
- Relationship management: Guide clients through the entire lending cycle.
- TAT adherence: Reduce turnaround time from login to disbursement.
- Policy compliance: Follow bank policies and regulatory requirements
📌 Relationship Manager - Retail (Madurai)
🏢 equitas small finance bank
📍 Madurai
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