Relationship Manager @ Equitas Small Finance Bank
Detail-oriented professional with a Bachelor’s degree in Commerce and experience in banking and
financial services. Skilled in documentation management, loan processing, client coordination, and
administrative support. Strong communication, analytical, and problem-solving abilities with
proficiency in Microsoft Office. Committed to contributing to organizational efficiency while
developing strong professional expertise.
Managed sales of Home Loans (HL) and Loan Against Property (LAP).
Achieved monthly and quarterly sales targets for mortgage products.
Generated leads through real estate developers, agents, and referrals.
Conducted client meetings, property visits, and networking activities.
Developed relationships with property brokers and business stakeholders.
Managed end-to-end loan processing including KYC verification and compliance.
Assisted customers with loan inquiries via calls and chat support.
Verified customer documents and processed loan applications.
Generated new leads through networking and direct sales activities.
Conducted client meetings, property site visits, and networking events.
Built relationships with real estate developers and property brokers.
Achieved monthly and quarterly sales targets.