Key Responsibilities: 1. Sales &

- Digital Business Development>
- Source and close Personal Loan and Business Loan opportunities through fintech platforms, digital leads, tele-sales, and field sourcing. >
- Drive conversions from app-based, website, and marketplace leads. >
- Onboard and manage DSAs, channel partners, fintech aggregators, and referral partners. >
- Achieve assigned monthly and quarterly PL/BL disbursement and login targets. >
- Conduct customer and partner meetings to build a robust local presence in assigned geography. · 2.

Customer

Experience &

- Relationship Management>
- Own the complete customer journey from lead generation to loan disbursement on fintech systems. >
- Provide real-time assistance to customers for digital onboarding, e-KYC, and documentation uploads. >
- Educate customers on fintech-enabled loan products, pricing, tenure options, and digital repayment mechanisms. >
- Ensure quick resolution of customer queries through CRM tools and support platforms.
- Loan Process &
- Platform Management>
- Assist customers with online loan applications, e-signing, and digital documentation. >
- Coordinate with credit, risk,



and underwriting teams to ensure faster approvals and minimal TAT. >
- Track applications using CRM, LMS, and internal dashboards. >
- Ensure smooth and timely disbursement through digital and banking integrations.
- Market &
- Product Intelligence>
- Monitor fintech market trends, competitor offerings, interest rates, and customer behavior. >
- Share on-ground feedback with product, tech, and marketing teams to improve journey and conversion. >
- Identify cross-sell and up-sell opportunities using customer data insights.
- Compliance, Risk &
- Documentation>
- Ensure adherence to fintech-specific KYC, AML, and digital compliance standards. >
- Maintain accuracy and completeness of digital documentation as per regulatory and internal policies. >
- Support audits and internal checks related to loan sourcing and documentation.
- Reporting, Analytics &
- Performance Tracking>
- Maintain daily MIS on logins, approvals, disbursements, and conversion ratios. >
- Track funnel metrics and productivity using fintech dashboards and analytics tools.

📌 Relationship Manager(Personal Loan Or Business Loan) (Mumbai)
🏢 Novel Staff Resources And Management
📍 Mumbai