Core Key Result Areas (KRAs)

- Business Sourcing & Target Achievement
- Achieve monthly and quarterly home loan sourcing, login, sanction, and disbursement targets.
- Drive open-market direct sales and field visits to capture retail housing finance demand. [1, 2, 3]

- Lead Generation & Conversion

- Fulfill inbound and digital/ground leads within a defined Turnaround Time (TAT).
- Coordinate with marketing teams and branch operations for local lead-generation campaigns. [1, 2]

- Channel Partner & Builder Tie-ups

- Build and maintain relationships with real estate builders, projects, and Direct Selling Agents (DSAs) to generate referral pipelines.
- Recruit and manage active channel partners or connectors. [1, 2, 3]

- File Sourcing & Documentation





- Conduct preliminary eligibility and financial assessments for salaried and self-employed applicants.
- Collect, verify, and process customer KYC, property documents, and income proofs.
- Coordinate with Risk/Credit Processing Centers (such as RACPC or LCPC) for smooth file login and underwriting. [1, 2, 3, 4]

- Customer Service & Compliance

- Act as a financial advisor to help clients choose the right housing loan or mortgage product.
- Maintain proper sales reports, pipeline trackers, and strict adherence to internal credit policies and regulatory guidelines

📌 Relationship Manager - Retail (Madurai)
🏢 equitas small finance bank
📍 Madurai