Relationship Manager - Retail
Equitas Small Finance Bank
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - Retail
- Business Sourcing & Target Achievement
- Lead Generation & Conversion
- Channel Partner & Builder Tie-ups
- 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]
- Core Key Result Areas (KRAs)
- Business Sourcing & Target Achievement
- Lead Generation & Conversion
- Channel Partner & Builder Tie-ups
- 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
- 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
Job role
Job requirements
About company
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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 Karaikudi to get hired quickly.
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