Equitas Small Finance Ltd

Relationship Manager - Retail

Equitas Small Finance Ltd
Erode
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Relationship Manager - Retail

1. Target Achievement
  • Loan Volume: Meet or exceed monthly and quarterly goals for total loan amount disbursed.
  • File Logging: Hit goals for the number of completed loan applications (files) submitted for processing.
  • Income Targets: Generate specific fee income (e.g., processing fees) for the financial institution. [1, 2]

2. Lead Generation
  • Cold Calling & Fieldwork: Find potential buyers through cold calling, corporate visits, and field visits.
  • Open Market Sourcing: Get new business by setting up booths at residential sites, malls, or public events.
  • Channel Partners: Build strong ties with real estate agents, builders, and brokers to get referrals. [1, 2, 3, 4, 5]

3. Application Processing & TAT
  • Document Verification: Collect and check important customer documents like KYC, income proof, and bank statements.
  • Speed (TAT): Keep the TAT (Turnaround Time) fast by moving files quickly from the customer to the credit and risk teams.
  • Sanction to Disbursement: Help customers from the time their loan is approved (sanctioned) until the final money release (disbursement). [1, 2, 3, 4, 5]

4. Customer Relationship & Compliance
  • Customer Service: Answer questions clearly and keep clients updated on their loan status.
  • Compliance & KYC: Follow strict financial rules and internal company policies to prevent fraud

Job role

Work location
Work locationInclusive Banking - SBL>South>Tamil Nadu>Erode>Erode>Railway Colony>Erode>1176>Railway Colony
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameEquitas Small Finance Ltd
Job posted by Equitas Small Finance Ltd

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You 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 3 years are eligible to apply for this job. You can apply for more jobs in Erode 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.

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