Job highlights

- Experience in gold loan sales and field sales with knowledge of NBFC products

- Generate leads, educate clients on gold loan schemes, coordinate with branches for onboarding, achieve sales targets, and maintain client relationships

Role & responsibilities ob Description & Key Responsibilities

- Customer Acquisition & Sourcing: Generate leads and source current gold loan customers through open-market field visits, cold calling, local market activities, and customer referrals. [1, 2, 3]

- Product Education: Educate prospective and existing clients on gold loan schemes, interest rates, repayment terms, and renewal processes. [1, 2]

- Branch Coordination: Work closely with branch managers, operations teams,



and appraisal staff to ensure smooth customer onboarding, KYC collection, and quick loan disbursement. [1, 2]

- Target Achievement: Meet or exceed monthly and quarterly sales and portfolio growth targets. [1, 2]

- Relationship Management: Maintain regular follow-ups with existing and prospective clients to encourage repeat business and customer loyalty. [1, 2]

- Reporting & Documentation: Keep accurate daily logs, maintain lead registers, and submit regular performance updates to reporting managers. [1, 2]

Preferred candidate profile

📌 Relationship Manager (Kumbakonam)
🏢 equitas small finance bank
📍 Kumbakonam