Relationship Manager

1 day ago

Pune, Maharashtra, India FatakPay Full time
  • Build and maintain strong relationships with assigned DSA partners and connectors to drive consistent lead generation and disbursals.
  • Conduct regular partner visits, training sessions, and support activities to update DSAs on product features, documentation guidelines, and process changes.
  • Identify and reactivate inactive DSAs through targeted engagement and support to boost productivity.
  • Provide ongoing support to DSAs, addressing queries and escalating concerns to ensure smooth lead flow.

Business Development

  • Achieve monthly targets for login and disbursement volumes by actively coordinating with DSAs and connectors.
  • Monitor the lead-to-disbursement funnel, follow up on leads, and ensure high conversion ratios with minimal rejections.
  • Leverage daily MIS reports (sourcing, login, disbursement, rejection, TAT, and target vs. achievement) to track and improve DSA performance.
  • Push for timely disbursals post-loan offer approval and resolve discrepant cases to minimize delays.

Process & Documentation

  • Ensure compliance with KYC, income documentation, and internal credit policy guidelines.
  • Coordinate with Credit, Operations, and Disbursement teams to facilitate faster file processing and smooth case closures.
  • Monitor turnaround times (TATs) from lead login to disbursement, ensuring adherence to company standards.

Reporting & Coordination

  • Maintain and update daily MIS reports for lead status, login, disbursement, rejections, and target vs. achievement metrics.
  • Share feedback and escalations from DSAs with the Regional Manager and internal stakeholders for timely resolution.
  • Collaborate with the MIS and backend support teams to ensure accurate performance data and seamless execution of partner cases.
  • Escalate tech or Application login issues to the Regional Manager and coordinate with relevant teams for quick resolution.

Key Skills & Competencies

  • Strong communication and relationship-building skills to engage effectively with DSAs and connectors.
  • Basic knowledge of unsecured lending (personal loans), credit documentation, and underwriting processes.
  • Local market knowledge of Pune and surrounding areas to support DSA operations.
  • Proficiency in MS Excel and CRM/LMS platforms for sales tracking and reporting (preferred).
  • Self-driven, target-oriented mindset with strong problem-solving abilities.
  • Fluency in Marathi, Hindi, and English is preferred.

Preferred Qualifications

  • Graduate / 12th Pass in any stream.
  • 1–3 years of experience in sales coordination, DSA relationship management, or personal loan sales.
  • Prior experience with NBFCs/Fintech firms, particularly in unsecured lending, is an advantage.

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