- Experience in home loan and LAP sourcing with skills in channel management and documentation verification
- Generate leads, manage DSAs and brokers, advise customers on loan products, coordinate loan processing, and achieve sales targets
Role & responsibilities
- Business Sourcing: Generate new leads for Home Loans and LAP through open-market field visits, direct client outreach, and local area/lane mapping.
- Channel Management: Build, empanel, and maintain strong working relationships with Direct Sales Agents (DSAs), builders, real estate brokers, and connectors.
- Customer Engagement: Advise potential home buyers and property owners on loan products, interest rates, eligibility criteria, and repayment terms.
- Documentation & Verification: Collect KYC, income proofs, property papers, and CIBIL reports, and conduct initial document checks.
- File Processing & Coordination: Coordinate with credit, technical, and legal teams to quick-track loan files from login to sanction and final disbursement.
- Target Achievement: Consistently meet monthly and annual sales and disbursement targets
📌 Relationship Manager - Retail (Kallakkurichi)
🏢 equitas small finance bank
📍 Kallakkurichi
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