ABOUT US

CredFlow is an RBI-licensed NBFC helping Indian SMEs manage cash flow and working capital through technology, data, and a strong on-ground sales network.

THE ROLE

Own the end-to-end lending sales funnel , from lead generation to disbursal. Identify where conversions are dropping, drive daily execution with field teams, and turn data into actionable insights across Sales, Credit, and Operations .

KEY RESPONSIBILITIES

- Monitor the complete funnel: Lead → Meeting → Login → Approval → Disbursal , and identify and fix stage-wise conversion gaps.
- Drive daily and MTD performance across meetings set up, meetings done, logins, and approvals , while improving key metrics such as Meeting Done %, Login %, FTNR, and Approval %.
- Track Facebook and non-Facebook lead flows , assess lead quality, and identify new opportunities for lead generation.
- Monitor Field Agent productivity , including talk time, field activity, lead allocation, and coverage across geographies and turnover segments.
- Conduct daily audits of meetings, field activities, and CredFi logins, including TAT and quality of remarks.
- Work closely with Sales, Credit,



and Operations teams to identify and resolve funnel bottlenecks.
- Maintain daily and weekly MIS, dashboards, and funnel reports , providing agent-, geography-, and turnover-wise insights to leadership.
- Drive process improvements and automation to improve lending efficiency and overall conversion rates.

WHAT WE'RE LOOKING FOR

- 3–6 years of experience in Lending, NBFC, Fintech, Sales Operations, or MIS.
- Strong understanding of the lending sales funnel , preferably in SME or business lending.
- Robust proficiency in Advanced Excel / Google Sheets ; experience with BI tools or SQL is a plus.
- Strong analytical mindset with a high degree of ownership and ability to follow through on execution.
- Clear communicator who is comfortable working with field teams and cross-functional stakeholders .

WHY CREDFLOW

- High-impact role with direct leadership visibility .
- Opportunity to own initiatives end to end and directly influence lending growth.
- Strong exposure across Sales, Credit, Operations, and Business Analytics .
- Clear growth path within a scaling NBFC .

📌 Sales Performance Manager (Delhi)
🏢 CredFlow
📍 Delhi