Target Achievement (Sales & Volume): Meet or exceed monthly, quarterly, and annual targets for home loan disbursals and total loan volume sanctioned. [1]
Lead Generation & Sourcing: Prospect and source recent home loan business through open markets, builder tie-ups, direct selling, and channel partners (like DSAs or real estate agents). [1, 2]
Conversion Efficiency: Maintain high conversion ratios from lead-to-login and login-to-disbursement, updating lead statuses accurately in the CRM system. [1, 2]
File Processing & Verification: Conduct initial eligibility profiling, collect and verify customer financial/property documents, and coordinate with the credit and operations teams for quick sanction and disbursement. [1, 2]
Relationship Management: Build and nurture solid networks with builders, real estate developers, and existing clients to generate referrals and repeat business. [1]
Compliance & Portfolio Health: Ensure adherence to company credit policies, regulatory compliance guidelines, and maintain low delinquency or early default rates on sourced loans.

📌 Relationship Manager Retail Tamil Nadu
🏢 equitas small finance bank
📍 Tamil Nadu