Relationship Manager

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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