Channel Relationship Manager - Field Sales

The Channel Relationship Manager (CRM) will be responsible for acquiring, onboarding, and managing DSAs (Direct Selling Agents), freelancers, and channel partners across the assigned region. The role involves direct field visits, product training, and continuous partner engagement to drive business and ensure partner success.

Key Responsibilities

1. Channel Partner Acquisition

• Identify, meet, and onboard new DSAs, freelancers, and agencies to the MoneySquad platform.
• Explain product offerings, onboarding process, and earning potential to prospective partners.
• Achieve monthly onboarding targets as per defined KPIs.

2. Relationship Management

• Maintain strong, ongoing relationships with existing partners to drive repeat business.
• Resolve partner queries regarding documentation, application status, payout, etc.
• Conduct regular check-ins, performance reviews, and re-engagement drives.

3. Training & Enablement

• Train partners on MoneySquad’s digital platform, product guidelines, and loan eligibility criteria.
• Share marketing materials, product updates, and best practices to improve partner productivity.
• Educate partners on documentation, KYC, and compliance protocols.

4. Revenue & Performance

• Tracking: Track partner performance metrics such as lead volumes, approval rates, and disbursals.
• Work with internal sales and operations teams to ensure smooth processing and partner payouts.
• Provide feedback to improve internal processes and enhance the partner experience.

5. Market Intelligence

• Collect insights from the field on competitor strategies, partner expectations, and market trends.
• Suggest improvements to partner program structure, incentives, and product-market fit.

Requirements

• Education & Experience: Bachelor’s degree in Business, Marketing, or related field. MBA is a plus.
• 1–5 years of experience in channel sales, DSA management, fintech, NBFC, or banking sector.

Skills & Competencies

• Strong interpersonal and communication skills – ability to influence and build trust.
• Self-motivated and target-driven with a strong sense of ownership.
• Comfortable with fieldwork, travel, and interacting with diverse partner profiles.
• Ability to use digital tools (CRM, dashboards, mobile apps).
• Working knowledge of loan products, credit policies, and DSA networks is preferred.

Perks & Benefits

• Competitive salary + performance-based incentives
• Travel allowance & mobile reimbursement
• Opportunity to grow with a fast-scaling fintech startup
• Learning and development support