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 Tamil Nadu
🏢 equitas small finance bank
📍 Tamil Nadu