Loan Channel Partner Executive

• 1. Loan Sourcing and Sales Performance

• Achieve assigned daily, weekly, and monthly loan sourcing and disbursement targets
• Source loans through channel partners for Personal Loan, Business Loan, Home Loan, and Loan Against Property
• Ensure high-quality approvals and revenue generation
• Maintain balanced performance across banks and loan products

2. Channel Partner Identification and Onboarding

• Identify potential channel partners such as brokers, small DSA networks, and financial consultants
• Onboard new partners and guide them on products, compliance, and documentation
• Build strong and reliable partner network within the assigned area

3. Partner Relationship Management

• Maintain ongoing communication and support for channel partners
• Monitor partner performance and provide coaching to improve sales and approvals
• Act as escalation point for partner-related issues
• Ensure partners adhere to ethical and compliant practices

4. Lead Generation and Conversion Support

• Support partners in generating leads through referrals, open market, and corporate tie-ups
• Assist partners in pitching suitable loan products to clients
• Track partner leads from submission to disbursement

5. Documentation and Compliance Monitoring

• Ensure all partner-submitted documents (KYC, income proofs, property papers) are complete and accurate
• Verify eligibility as per bank/NBFC and DSA guidelines
• Prevent submission of fake or non-compliant documentation
• Monitor partner adherence to regulatory and internal compliance norms

6. Follow Ups and Application Tracking

• Track loan applications sourced by partners from login to approval and disbursement
• Follow up with partners and clients for pending documents or clarifications
• Coordinate with credit, operations, and bank teams to resolve issues

7. Reporting and MIS

• Collect and review partner sales and activity data
• Submit accurate daily, weekly, and monthly MIS
• Track pipeline, approvals, rejections, and disbursements

8. Field Activity and Market Coverage

• Conduct periodic field visits to key partners
• Identify high-potential partners and markets for expansion
• Maintain market visibility and build trust with partners

9. Brand Representation and Ethics

• Represent company and lender brands professionally
• Ensure ethical sales practices and prevent mis-selling by partners
• Maintain credibility and trust within the partner network

Job Type: Permanent

Pay: ₹200,000.00 - ₹400,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Experience:

• Loan: 1 year (Required)
• Banking: 2 years (Required)
• Field sales: 2 years (Preferred)

Work Location: In person