Company Description First Adviser | Your Loan Partner is one of the youngest and fastest-growing corporate channel partners in India, working with leading banks and financial institutions across the country. Founded in 2017–2018 by experienced ex-bankers, the company focuses on retail loans for emerging and deeper geographical markets. It offers a wide range of unsecured and secured loan products, including personal, business, professional, home, mortgage, SME, and vehicle loans.

First

Adviser operates through a multifaceted sourcing model that includes telemarketing teams, field staff, business development managers, corporate partnerships, and an expanding agency network, supported by a strong second-layer team of ex-bankers for localized business development. The company leverages AI-powered lending solutions, automated platforms, and digital payment integration to deliver transparent, ethical, and customer-centric experiences while empowering individuals and businesses across India.

Role Description The Business Manager role is a full-time, on-site position based in Bengaluru.

The Business

Manager will oversee day-to-day branch and business operations, including managing loan sourcing activities, monitoring sales performance, and ensuring compliance with partner bank and financial institution guidelines. This role will involve coordinating with telemarketing teams, field staff, business development managers, and agency partners to drive loan volumes and maintain high service standards.

The Business

Manager will analyze portfolio performance, track key metrics,



and implement strategies to improve productivity, customer satisfaction, and profitability.

Responsibilities also include stakeholder management, local market development, risk awareness, and alignment with the company’s ethics-driven approach to transparency and data security.

Qualifications

- Solid business operations and team management skills, including experience in supervising sales or branch staff and coordinating cross-functional activities.
- Proficiency in retail lending and financial products, with familiarity in personal, business, home, mortgage, SME, and vehicle loans.
- Ability to develop and execute local business development strategies, manage corporate tie-ups, and nurture agency and channel partner networks.
- Solid analytical and reporting skills, including comfort with dashboards, portfolio analysis, performance tracking, and basic financial metrics.
- Understanding of compliance, risk management, and data security practices in banking or NBFC environments.
- Effective communication and interpersonal skills to work with internal teams, partners, and customers in a diverse, fast-paced setting.
- Comfort with technology-driven processes, including digital platforms, CRM tools, and automated lending or payment systems.
- Bachelor’s degree in Business, Finance, Commerce, or a related field; MBA or equivalent postgraduate qualification is an advantage.
- Prior experience in banking, NBFCs, or financial services, ideally in retail lending or channel partner management, is strongly preferred.

📌 Business Manager (Bengaluru)
🏢 First Adviser | Your Loan Partner.
📍 Bengaluru