Direct Sales Agent || Personal / Business Loans

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Job Summary

The Loan Aggregator Manager will be responsible for building, managing, and growing a network of partners, including DSAs, and fintech platforms, to drive business loan origination. The role involves partner acquisition, loan product promotion, relationship management, and ensuring end-to-end loan disbursal process efficiency while maintaining regulatory compliance.

Key Responsibilities

1. Partner Acquisition & Management

• Identify, onboard, and manage business partners including DSAs.
• Build strong relationships with key decision-makers at partner institutions.
• Develop partner-specific strategies to increase loan origination volume.

2. Loan Aggregation & Distribution

• Manage end-to-end aggregation of business loans from multiple lenders.
• Ensure smooth loan submission, documentation, verification, and disbursal processes.
• Track performance of different partners and optimize the loan funnel for efficiency.

3. Business Development & Strategy

• Develop and execute strategies to increase loan disbursement volumes and revenue.
• Identify new partnership opportunities in MSME, Corporate, and SME lending.
• Collaborate with marketing and sales teams to create partner-focused campaigns.

4. Compliance & Documentation

• Ensure all loan aggregation activities are aligned with RBI and NBFC guidelines.
• Review and verify documentation submitted by partners for accuracy and completeness.
• Maintain records for audits, MIS reporting, and internal approvals.

5. Reporting & Analytics

• Monitor partner performance metrics, loan disbursement trends, and revenue contribution.
• Prepare weekly, monthly, and quarterly reports on partner activity and loan performance.
• Use data-driven insights to improve partner engagement and loan conversion.

Key Skills & Competencies

• Strong understanding of business loan products (MSME, LAP, Term Loans, Working Capital).
• Excellent relationship management and negotiation skills.
• Analytical and data-driven mindset for tracking partner and loan performance.
• Knowledge of regulatory compliance for loan aggregation and distribution.
• Proficiency in CRM tools, MS Office, and reporting dashboards.

Preferred Qualifications

• Bachelor’s or Master’s degree in Business, Finance, or related field.
• 5–8 years of experience in NBFC, bank, fintech, or loan aggregation roles.
• Proven track record of partner acquisition and business loan origination.

Key Performance Indicators (KPIs)

• Number of new partners onboarded
• Loan origination volume via aggregator partners
• Loan disbursal turnaround time
• Revenue contribution from aggregated loans
• Compliance adherence (RBI/NBFC guidelines)
• Partner satisfaction and engagement metrics

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