Retail Relationship Manager

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 Disburseme...

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