Relationship Manager - Retail Primary Targets and Metrics Sales Targets (Disbursement & Sanction): Meet monthly and quarterly volume goals for home loan approvals and loan disbursements.

Lead Generation: Source new housing loan prospects through open-market field visits, builder tie-ups, real estate agents, and direct canvassing. [ 1 ] Login Quality & Conversion: Convert raw leads into completed loan applications (logins) with a high login-to-sanction conversion rate. Process and Relationship Management Document Verification: Collect, inspect, and verify customer KYC, income proofs, and property documents to meet credit risk standards. [ 1 ] Turnaround Time (TAT): Coordinate with the processing, underwriting, and operations teams to minimize processing time from application to disbursement. [ 1 , 2 ] Channel Relationships: Build and maintain robust networks with local builders, developers, and Direct Selling Agents (DSAs) to ensure a steady referral pipelin

📌 Retail Relationship Manager - Home Loans (Ambasamudram)
🏢 equitas small finance bank
📍 Ambasamudram