Relationship Manager - Retail

PeopleStrong Pte Ltd

Thirupparankundram

On-site

INR 450,000 - 750,000

Full time

7 days ago
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Job summary

Equitas Small Finance Bank in Tamil Nadu is seeking a Relationship Manager - Retail for the Mortgages division. You will drive home loan sales, lead generation, and client relationship management at the Madurai branch.

Ideal candidates have 1-2 years of experience, fluency in Tamil, and a proven track record in meeting targets, coordinating with credit and operations, and ensuring compliance. This permanent role is based at Paramakudi branch in Madurai district.

Qualifications

  • Target Achievement (Sales & Volume): Meet or exceed monthly, quarterly, and annual targets for home loan disbursals and total loan volume sanctioned.
  • Lead Generation & Sourcing: Prospect and source new home loan business through open markets, builder tie-ups, direct selling, and channel partners.
  • Conversion Efficiency: Maintain high conversion ratios from lead-to-login and login-to-disbursement, updating lead statuses in CRM.
  • File Processing & Verification: Collect and verify customer documents, coordinate with credit and operations for quick sanction and disbursement.
  • Relationship Management: Build networks with builders and clients to generate referrals and repeat business.
  • Compliance & Portfolio Health: Ensure adherence to credit policies and regulatory guidelines.

Responsibilities

  • Meet or exceed sales targets for home loans and total loan volume.
  • Generate leads through markets, builders, and channels.
  • Coordinate with credit and operations for prompt sanctions and disbursements.
  • Verify documents and conduct eligibility profiling.
  • Build and nurture relationships with builders and clients for referrals.
  • Ensure compliance and monitor portfolio health.

Skills

Strategic Business Orientation
IIM

Job description

  • Inclusive Banking - SBL>South>Tamil Nadu>Madurai>Madurai>Thirunagar>Madurai>1346>Paramakudi

Posted On 27 Sep 2026


End Date 27 Oct 2026


Required Experience 1 - 2 years


Basic Section


No. Of Openings 1


External Title Relationship Manager - Retail


Employment Type Permanent


Employment Category Field


Closing Date 27 Oct 2026


Organisational


Entity Equitas Small Finance Bank


Business Unit Assets


Division/Function (SBU) Inclusive Banking - SBL


Department Mortgages


Sub-Department Business


Generic Role Relationship Manager


External Title (Job Role) Relationship Manager - Retail


Division Inclusive Banking - SBL


Zone South


State Tamil Nadu


Region Madurai


Area Madurai


Cluster Thirunagar


PT Location Madurai


Branch Code 1346


Branch Name Paramakudi


Skills

Skill

Strategic Business Orientation


IIM


Working Language

Tamil


Job Description


  • Target Achievement (Sales & Volume): Meet or exceed monthly, quarterly, and annual targets for home loan disbursals and total loan volume sanctioned. [ 1 ]

  • Lead Generation & Sourcing: Prospect and source new home loan business through open markets, builder tie-ups, direct selling, and channel partners (like DSAs or real estate agents). [ 1 , 2 ]

  • Conversion Efficiency: Maintain high conversion ratios from lead-to-login and login-to-disbursement, updating lead statuses accurately in the CRM system. [ 1 , 2 ]

  • File Processing & Verification: Conduct initial eligibility profiling, collect and verify customer financial/property documents, and coordinate with the credit and operations teams for quick sanction and disbursement. [ 1 , 2 ]

  • Relationship Management: Build and nurture strong networks with builders, real estate developers, and existing clients to generate referrals and repeat business. [ 1 ]

  • Compliance & Portfolio Health: Ensure adherence to company credit policies, regulatory compliance guidelines, and maintain low delinquency or early default rates on sourced loans.

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