Retail Relationship Manager - Home Loans

Relationship Manager - Retail Core Key Result Areas (KRAs) Business Sourcing & Target Achievement Achieve monthly and quarterly home loan sourcing, login, sanction, and disbursement targets . Drive open-market direct sales and field visits to capture retail housing finance demand. [ 1 , 2 , 3 ] Lead Generation & Conversion Fulfill inbound and digital/ground leads within a defined Turnaround Time ( TAT ). Coordinate with marketing teams and branch operations for local lead-generation campaigns. [ 1 , 2 ] Channel Partner & Builder Tie-ups Build and maintain relationships with real estate builders, projects, and Direct Selling Agents ( DSAs ) to generate referral pipelines. Recruit and manage active channel partners or connectors. [ 1 , 2 , 3 ] 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 Achieve monthly and quarterly home loan sourcing, login, sanction, and disbursement targets . Drive open-market direct sales and field visits to capture retail housing finance demand. [ 1 , 2 , 3 ] Lead Generation & Conversion Fulfill inbound and digital/ground leads within a defined Turnaround Time ( TAT ). Coordinate with marketing teams and branch operations for local lead-generation campaigns. [ 1 , 2 ] Channel Partner & Builder Tie-ups Build and maintain relationships with real estate builders, projects, and Direct Selling Agents ( DSAs ) to generate referral pipelines. Recruit and manage active channel partners or connectors. [ 1 , 2 , 3 ] 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