Key Responsibilities: 1. Sales &
Digital Business Development>
Source and close Personal Loan and Business Loan prospects 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