- Source and acquire recent customers through field visits, referrals, and channel partners.
- Promote retail financial products such as Home Loans, Loan Against Property (LAP), Personal Loans, Business Loans, and other retail lending products.
- Develop and maintain long-term relationships with customers to enhance business opportunities.
- Understand customer requirements and recommend suitable financial solutions.
- Generate leads and convert them into business opportunities.
- Coordinate with credit, operations, and collections teams for smooth loan processing and disbursement.
- Ensure timely collection of customer documents and completion of application formalities.
- Maintain regular follow-up with prospects and existing customers.
- Monitor customer satisfaction and resolve service-related issues promptly.
- Achieve monthly, quarterly, and annual sales targets.
- Ensure compliance with company policies, regulatory guidelines, and KYC norms.
- Maintain accurate records of customer interactions and business activities in CRM systems.
- Assist in portfolio management and delinquency control.

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