Key Responsibilities
Source current customers for affordable home loans through direct sales, referrals, builders, connectors, and channel partners.
Generate leads and achieve monthly disbursement and business targets.
Conduct customer meetings and understand funding requirements.
Explain loan products, eligibility criteria, repayment options, and documentation requirements.
Collect and verify customer documents for loan processing.
Coordinate with credit, operations, legal, and technical teams for loan approval and disbursement.
Build and maintain relationships with builders, real estate agents, DSAs, and local influencers.
Ensure compliance with company policies, KYC norms, and regulatory guidelines.
Monitor portfolio quality and assist in collections when required.
Cross-sell related products such as insurance, LAP (Loan Against Property), and other financial products.
Maintain accurate sales reports and update CRM systems.

Key Skills Required
Sales and Business Development
Customer Relationship Management
Home Loan and Mortgage Knowledge
Communication and Negotiation Skills
Documentation & Credit Understanding
Market Networking and Lead Generation

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