Source and acquire recent customers for retail loan products.
Generate business through direct sales, referrals, channel partners, and market activities.
Build and maintain long-term relationships with existing and prospective customers.
Understand customer financial requirements and recommend suitable products.
Conduct customer meetings and explain product features, eligibility, and documentation requirements.
Coordinate with credit, operations, and customer service teams for smooth loan processing and disbursement.
Ensure timely collection of required documents and completion of KYC requirements.
Achieve monthly, quarterly, and annual business targets.
Monitor portfolio quality and support collection activities when required.
Identify cross-selling prospects for additional financial products.
Maintain accurate records in CRM and management systems.
Stay updated on market trends, competitor activities, and industry developments.
Ensure compliance with company policies, regulatory guidelines, and audit requirements.

📌 Relationship Manager Retail Dhule
🏢 equitas small finance bank
📍 Dhule