Retail Relationship Manager
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - Retail
- Target Achievement: Meet or exceed monthly, quarterly, and annual loan disbursement and login targets.
- Market Mapping: Conduct regular lane-to-lane or geographic mapping to identify potential leads and untapped markets.
- Channel Management: Generate leads through open-market canvassing, builder tie-ups, developer networks, and Direct Selling Associates (DSAs). [1, 2, 3, 4, 5]
- Advisory: Guide potential home buyers through various mortgage products, interest rates, and loan options.
- Customer Retention: Maintain strong relationships with existing clients and generate referrals.
- Cross-Selling: Promote additional financial products (e.g., life insurance, health insurance, property insurance) alongside the home loan. [1, 2, 3]
- Document Collection: Collect and verify essential KYC documents, income proofs, and financial statements.
- Preliminary Credit Assessment: Conduct initial evaluations of the applicant’s creditworthiness and repayment capacity.
- Login & Disbursement: Log files into the banking system, coordinate with credit and technical teams, and ensure smooth disbursement. [1, 2, 3]
- KYC/AML Compliance: Adhere strictly to "Know Your Customer" and Anti-Money Laundering guidelines.
- Audit Clearance: Ensure all loan files are error-free and meet the internal underwriting standards of the bank or housing finance compan
Job role
Job requirements
About company
Similar jobs you can apply for
Sales Management
Sales Team Lead
Paytm Services Private LimitedWork from OfficeFull TimeMin. 2 yearsSenior Relationship Officer
Muthoot Fincorp LimitedWork from OfficeFull TimeMin. 5 yearsSenior Relationship Officer
Muthoot Fincorp LimitedWork from OfficeFull TimeMin. 2 yearsRelationship Manager
Muthoot Fincorp LimitedWork from OfficeFull TimeMin. 5 yearsRelationship Officer
Muthoot Fincorp LimitedWork from OfficeFull TimeMin. 2 yearsBusiness Development Executive
Muthoot Fincorp LimitedWork from OfficeFull TimeMin. 1 yearYou can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed the required education and people who have 2 to 4 years are eligible to apply for this job. You can apply for more jobs in Pollachi to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Pollachi at apna.
No work-related deposit needs to be made during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is . For more details, download apna app and find Full Time jobs in Pollachi . Through apna, you can find jobs in 64 cities across India. Join NOW!