Relationship Manager(Personal Loan Or Business Loan)

Key Responsibilities: 1. Sales & Digital Business Development> Source and close Personal Loan and Business Loan opportunities 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 strong 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. 3. 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. 4. 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. 5. 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. 6. 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. .