
Apply Now Relationship Manager
4 weeks ago
Job Description
Job Description
We are looking for an experienced Relationship Manager to drive business development for our loan marketplace. The role involves sourcing leads through DSAs and channel partners, while also acting on inbound digital leads as well as be sourcing cases from open market through cold-calling and using references. The ideal candidate should be field-oriented, organized, and skilled at managing multiple stakeholders, with prior experience in channel management and lending products such as Supply Chain Financing and Working Capital Financing which includes Invoice Discounting structures, Working Capital Demand Loans, Term Loans, etc. Experience of other products like Business Loans, LAPs, etc is a plus.
Roles & Responsibilities
- Source leads through DSAs, loan agents, and other channel partners.
- Onboard and engage new sourcing partners and maintain regular interactions with existing ones.
- Coordinate with lending partners to ensure smooth case movement and support during the loan process.
- Candidate needs to be adept at sourcing deals from open market through cold calling and reaching out through references
- Review lead quality, documentation, and case readiness before submission.
- Track lead progress, disbursal status, and maintain regular reporting on key metrics.
- Conduct regular market visits and maintain strong relationships across partner networks.
Requirements
- 410 years of experience in or secured loan sales via DSA/channel sourcing.
- Strong network of DSAs and understanding of secured loan documentation.
- Candidate should have at least basic knowledge of reading the financials
- Prior experience working with or coordinating across lending institutions.
- Excellent communication, relationship management, and follow-up skills.
- Comfortable with fieldwork and independently handling partner relationships.
- Proficient in MS Excel and basic reporting tools.
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