We Are Hiring! Join our dynamic and growing team! We are looking for passionate LAP & MICRO LAP (MSME) Professionals for exciting roles for Indore Madhya Pradesh. 📍Open Position: Relationship manager 📍 Locations: INDORE 📍Product: LAP/MICRO LAP (MSME) 📍Minimum qualification: Graduation. 📍Experience: Good experience of Housing products and local market. 🔗Interested Candidates can share the resume WhatsApp 9039724653 📍Note: immediate joiner first preference Only Relevant CV will get the call. Be a part of a company that values growth, innovation, and excellence! 💪 hashtag #Hiring hashtag #CareerOpportunity hashtag #JobAlert hashtag #WeAreHiring hashtag #FinanceJobs hashtag #MPJobs hashtag #indore#
About Optimo Capital, founded in 2023 by PrashantPitti (cofounder of EaseMyTrip and alumnus of IITMadras), is a Bengalurubased NBFC focused on empowering underserved MSMEs in India. Company Profile: Title: Finance Analyst Location: HSR Layout, Bangalore Department: Finance & Accounts Experience Required: Minimum 2 years Chartered Accountant (CA) Job Summary We are looking for a qualified and detail-oriented Finance Analyst (CA) to join our growing NBFC team in HSR Layout, Bangalore. The ideal candidate must have at least 2 years of post-qualification experience and strong expertise in TDS, GST, RBI returns, co-lending operations, and NBFC accounting practices. Experience with Zoho Books or Zoho Finance Suite is essential. Key Responsibilities Financial Accounting & Compliance: Maintain accurate books of accounts using Zoho Books, in line with applicable accounting standards. Ensure timely filing and reconciliation of TDS and GST returns. Monitor statutory compliance and handle tax audits as required. RBI and Statutory Reporting: Prepare and file required RBI returns (e.g., DNBS, NBS forms) as per timelines. Ensure compliance with RBI circulars, guidelines, and inspection requirements. Coordinate with internal and statutory auditors during audits. Co-lending Operations: Manage day-to-day accounting, reconciliation, and settlement of co-lending transactions. Work closely with partner banks/NBFCs to ensure seamless coordination and reporting. Ensure compliance with co-lending agreements and regulatory requirements. MIS & Financial Analysis: Prepare MIS reports, financial summaries, and dashboards using data from Zoho and Excel. Perform variance analysis, forecasting, and budgeting support. Provide actionable insights to management based on financial performance. Internal Controls & Process Improvement: Strengthen internal controls across financial operations. Identify and implement improvements or automation within Zoho Finance and related workflows. Required Skills & Competencies Chartered Accountant (CA) with minimum 2 years of post-qualification experience. NBFC experience is mandatory. Strong command over TDS, GST, RBI reporting, and financial compliance. Proficient in Zoho Books / Zoho Finance, MS Excel, and regulatory portals. Experience in co-lending operations and reconciliations. Strong analytical mindset, attention to detail, and problem-solving Exposure to IGAAP, IND AS and financial reporting standards. Familiarity with NBFC audit processes and financial systems integration. (ref:iimjobs.com)
About the company: Optimo, founded by Mr. Prashant Pitti (co-founder of EaseMyTrip), is revolutionizing business financing with India's first Digital LAP (Loan Against Property) product. Our platform enables business owners to seamlessly share their details, property location, and documents digitally, making the loan process faster and more efficient. Our vision is to become the leading financing partner for small businesses across industries, empowering them with accessible and hassle-free credit solutions. Job Role: We are looking for a DSA Lead who will be responsible for identifying, onboarding, and managing a network of connectors (freelance agents, financial advisors, influencers, etc.) to generate leads for our loan business. This is a leadership role focused on driving growth and strategic expansion. Key Responsibilities: Develop and expand a network of connectors (freelance agents, business associates, etc.) across Pan India. Identify potential individuals or businesses who can act as loan referral partners. Strategize and implement business plans to scale the DSA network effectively. Train and guide connectors on loan products, processes, and sales techniques. Build and maintain strong relationships with the network to ensure continued engagement. Monitor performance, provide support, and drive business from the connector network. Work closely with internal teams to ensure smooth loan processing. Stay updated on industry trends and competitor activities in the DSA space. Requirements: Proven experience in sales, business development, or leadership roles in the loan/financial sector. Prior experience in DSA, NBFCs, Fintech, or Banking is preferred. Strong networking skills with the ability to recruit and manage a large number of connectors. Excellent communication and relationship-building skills. Strategic mindset with the ability to drive business expansion. Ability to work independently and travel as needed. Proficiency in local languages (Tamil, Telugu, Kannada, Hindi) is a plus.,
The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Qualifications 2-5 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills
Optimo Capital is looking for Sales Officer to join our dynamic team and embark on a rewarding career journey Developing and implementing sales strategies to meet company goals. Building and maintaining relationships with clients. Identifying new business opportunities and exploring untapped markets. Conducting market research and analysis to stay updated on industry trends and competitors. Presenting products or services to potential customers and negotiating contracts. Maintaining accurate records of sales and customer interactions. Collaborating with cross-functional teams, such as marketing and customer service, to ensure high-quality customer experiences. Achieving or exceeding sales targets and ensuring customer satisfaction. Providing ongoing support to customers and addressing any concerns or issues. Staying up-to-date with product and industry knowledge.The ideal candidate for this role should have excellent communication, interpersonal, and negotiation skills, as well as a track record of achieving sales targets.
Optimo Capital is looking for Sales Officer to join our dynamic team and embark on a rewarding career journey Developing and implementing sales strategies to meet company goals. Building and maintaining relationships with clients. Identifying new business opportunities and exploring untapped markets. Conducting market research and analysis to stay updated on industry trends and competitors. Presenting products or services to potential customers and negotiating contracts. Maintaining accurate records of sales and customer interactions. Collaborating with cross-functional teams, such as marketing and customer service, to ensure high-quality customer experiences. Achieving or exceeding sales targets and ensuring customer satisfaction. Providing ongoing support to customers and addressing any concerns or issues. Staying up-to-date with product and industry knowledge.The ideal candidate for this role should have excellent communication, interpersonal, and negotiation skills, as well as a track record of achieving sales targets.
Optimo Capital is looking for Sales Officer to join our dynamic team and embark on a rewarding career journey Developing and implementing sales strategies to meet company goals. Building and maintaining relationships with clients. Identifying new business opportunities and exploring untapped markets. Conducting market research and analysis to stay updated on industry trends and competitors. Presenting products or services to potential customers and negotiating contracts. Maintaining accurate records of sales and customer interactions. Collaborating with cross-functional teams, such as marketing and customer service, to ensure high-quality customer experiences. Achieving or exceeding sales targets and ensuring customer satisfaction. Providing ongoing support to customers and addressing any concerns or issues. Staying up-to-date with product and industry knowledge.The ideal candidate for this role should have excellent communication, interpersonal, and negotiation skills, as well as a track record of achieving sales targets.
Optimo Capital is looking for Branch Credit Manager to join our dynamic team and embark on a rewarding career journey Credit Analysis: Assessing the creditworthiness of potential borrowers by analyzing their financial statements, credit history, and repayment capacity Risk Assessment: Evaluating the level of credit risk associated with different borrowers and determining appropriate credit limits and terms Credit Policy: Developing and implementing credit policies and procedures to ensure consistency and compliance with internal guidelines and industry regulations Credit Underwriting: Approving or declining credit applications based on the risk assessment and established criteria Credit Monitoring: Monitoring the credit performance of existing borrowers and taking proactive measures to address potential delinquencies or defaults Debt Recovery: Overseeing debt collection efforts and working with collection agencies if necessary to recover outstanding debts Customer Relationship Management: Building and maintaining relationships with customers or clients to understand their credit needs and address any credit-related concerns Credit Reporting: Reporting on credit-related metrics and performance to senior management or relevant stakeholders Collateral Management: Evaluating and managing collateral provided by borrowers to secure credit facilities
Optimo Capital is looking for Branch Credit Managerr to join our dynamic team and embark on a rewarding career journey Credit Analysis: Assessing the creditworthiness of potential borrowers by analyzing their financial statements, credit history, and repayment capacity Risk Assessment: Evaluating the level of credit risk associated with different borrowers and determining appropriate credit limits and terms Credit Policy: Developing and implementing credit policies and procedures to ensure consistency and compliance with internal guidelines and industry regulations Credit Underwriting: Approving or declining credit applications based on the risk assessment and established criteria Credit Monitoring: Monitoring the credit performance of existing borrowers and taking proactive measures to address potential delinquencies or defaults Debt Recovery: Overseeing debt collection efforts and working with collection agencies if necessary to recover outstanding debts Customer Relationship Management: Building and maintaining relationships with customers or clients to understand their credit needs and address any credit-related concerns Credit Reporting: Reporting on credit-related metrics and performance to senior management or relevant stakeholders Collateral Management: Evaluating and managing collateral provided by borrowers to secure credit facilities
Optimo Capital is looking for Branch Manager to join our dynamic team and embark on a rewarding career journey Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration
Optimo Capital is looking for Branch Credit Manager to join our dynamic team and embark on a rewarding career journey Credit Analysis: Assessing the creditworthiness of potential borrowers by analyzing their financial statements, credit history, and repayment capacity Risk Assessment: Evaluating the level of credit risk associated with different borrowers and determining appropriate credit limits and terms Credit Policy: Developing and implementing credit policies and procedures to ensure consistency and compliance with internal guidelines and industry regulations Credit Underwriting: Approving or declining credit applications based on the risk assessment and established criteria Credit Monitoring: Monitoring the credit performance of existing borrowers and taking proactive measures to address potential delinquencies or defaults Debt Recovery: Overseeing debt collection efforts and working with collection agencies if necessary to recover outstanding debts Customer Relationship Management: Building and maintaining relationships with customers or clients to understand their credit needs and address any credit-related concerns Credit Reporting: Reporting on credit-related metrics and performance to senior management or relevant stakeholders Collateral Management: Evaluating and managing collateral provided by borrowers to secure credit facilities
Company Profile Founded in 2023, headquartered in Bengaluru, Karnataka, Optimo Capital operates as a non-banking financial company (NBFC) focused on serving traditionally underserved MSMEs in India. Founded by Prashant Pitti , co‑founder of EaseMyTrip and an IIT Madras alumnus; the leadership team includes experienced professionals across risk, operations, finance, technology, human resources, and compliance Job Title: Executive Assistant to Founder’s Office Location: Bangalore (Corporate Office) Experience Level: 1-2Yr Reporting To: Managing Director Qualification: MBA Finance Job Summary: We are looking for a highly organized and detail-oriented Executive Assistant to support the Founder’s Office with both administrative and finance-related tasks . This unique role blends traditional EA responsibilities with hands-on support in budgeting, reporting, and financial coordination—making it ideal for candidates with strong organizational and analytical skills. Key Responsibilities: Executive & Administrative Support Manage calendars, schedule meetings, and coordinate travel logistics for the Founder. Organize internal and external stakeholder meetings, including agenda creation and minutes Prepare presentations, emails, reports, and briefings Manage confidential documents and ensure timely follow-ups on key priorities Finance & Business Support Assist in compiling financial reports, board decks, and investor presentations Coordinate with finance, compliance, and accounting teams to collect data or status updates Support budgeting and expense tracking for the Founder’s office Review invoices, P&L statements, and vendor contracts as needed Assist in MIS tracking and internal audits coordination Liaise with external consultants, banks, and vendors on basic finance tasks. Strategic & Cross-functional Coordination Requirements Bachelor’s degree in Business, Finance, or related field (MBA/CA inter is a plus) 0-2years of experience in an EA, Chief of Staff, or Business/Finance Analyst role Excellent Excel and PowerPoint skills; comfortable with data handling
Company Description Optimo Capital is revolutionizing the Loan Against Property (LAP) market in India by creating the country's 1st Digital LAP product. Optimo also operates physical branches, with current locations in Karnataka, Tamil Nadu, Andhra Pradesh, and Telangana, and plans to expand to 50 branches by March 2025. Optimo Capital, founded in 2023 by Prashant Pitti (co‑founder of EaseMyTrip and alumnus of IIT Madras), is a Bengaluru‑based NBFC focused on empowering underserved MSMEs in India Job Title: Finance Analyst Location: HSR Layout, Bangalore Department: Finance & Accounts Experience Required: Minimum 3 years (post-qualification) with CA or 6yrs experience with MBA Qualification: Chartered Accountant (CA)/MBA Job Summary: We are looking for a qualified and detail-oriented Finance Analyst (CA) to join our growing NBFC team in HSR Layout, Bangalore. The ideal candidate must have at least 3years of post-qualification experience and strong expertise in TDS, GST, RBI returns, co-lending operations, and NBFC accounting practices. Experience with Zoho Books or Zoho Finance Suite is essential. Key Responsibilities: 1. Financial Accounting & Compliance: Maintain accurate books of accounts using Zoho Books , in line with applicable accounting standards. Ensure timely filing and reconciliation of TDS and GST returns. Monitor statutory compliance and handle tax audits as required. 2. RBI and Statutory Reporting: Prepare and file required RBI returns (e.g., DNBS, NBS forms) as per timelines. Ensure compliance with RBI circulars, guidelines, and inspection requirements. Coordinate with internal and statutory auditors during audits. 3. Co-lending Operations: Manage day-to-day accounting, reconciliation, and settlement of co-lending transactions . Work closely with partner banks/NBFCs to ensure seamless coordination and reporting. Ensure compliance with co-lending agreements and regulatory requirements. 4. MIS & Financial Analysis: Prepare MIS reports, financial summaries, and dashboards using data from Zoho and Excel. Perform variance analysis, forecasting, and budgeting support. Provide actionable insights to management based on financial performance. 5. Internal Controls & Process Improvement: Strengthen internal controls across financial operations. Identify and implement improvements or automation within Zoho Finance and related workflows. Required Skills & Competencies: Chartered Accountant (CA) with minimum 3 years of post-qualification experience. NBFC experience is mandatory. Strong command over TDS, GST, RBI reporting, and financial compliance. Proficient in Zoho Books / Zoho Finance, MS Excel, and regulatory portals. Experience in co-lending operations and reconciliations. Strong analytical mindset, attention to detail, and problem-solving ability. Preferred: Exposure to IGAAP, IND AS and financial reporting standards. Familiarity with NBFC audit processes and financial systems integration.
Company Description Optimo Capital is revolutionizing the Loan Against Property (LAP) market in India by creating the country's 1st Digital LAP product. Optimo also operates physical branches, with current locations in Karnataka, Tamil Nadu, Andhra Pradesh, and Telangana, and plans to expand to 50 branches by March 2025. Optimo Capital, founded in 2023 by Prashant?Pitti (co?founder of EaseMyTrip and alumnus of IIT?Madras), is a Bengaluru?based NBFC focused on empowering underserved MSMEs in India Job Title: Finance Analyst Location: HSR Layout, Bangalore Department: Finance & Accounts Experience Required: Minimum 3 years (post-qualification) with CA or 6yrs experience with MBA Qualification: Chartered Accountant (CA)/MBA Job Summary: We are looking for a qualified and detail-oriented Finance Analyst (CA) to join our growing NBFC team in HSR Layout, Bangalore. The ideal candidate must have at least 3years of post-qualification experience and strong expertise in TDS, GST, RBI returns, co-lending operations, and NBFC accounting practices. Experience with Zoho Books or Zoho Finance Suite is essential. Key Responsibilities: 1. Financial Accounting & Compliance: Maintain accurate books of accounts using Zoho Books , in line with applicable accounting standards. Ensure timely filing and reconciliation of TDS and GST returns. Monitor statutory compliance and handle tax audits as required. 2. RBI and Statutory Reporting: Prepare and file required RBI returns (e.g., DNBS, NBS forms) as per timelines. Ensure compliance with RBI circulars, guidelines, and inspection requirements. Coordinate with internal and statutory auditors during audits. 3. Co-lending Operations: Manage day-to-day accounting, reconciliation, and settlement of co-lending transactions . Work closely with partner banks/NBFCs to ensure seamless coordination and reporting. Ensure compliance with co-lending agreements and regulatory requirements. 4. MIS & Financial Analysis: Prepare MIS reports, financial summaries, and dashboards using data from Zoho and Excel. Perform variance analysis, forecasting, and budgeting support. Provide actionable insights to management based on financial performance. 5. Internal Controls & Process Improvement: Strengthen internal controls across financial operations. Identify and implement improvements or automation within Zoho Finance and related workflows. Required Skills & Competencies: Chartered Accountant (CA) with minimum 3 years of post-qualification experience. NBFC experience is mandatory. Strong command over TDS, GST, RBI reporting, and financial compliance. Proficient in Zoho Books / Zoho Finance, MS Excel, and regulatory portals. Experience in co-lending operations and reconciliations. Strong analytical mindset, attention to detail, and problem-solving ability. Preferred: Exposure to IGAAP, IND AS and financial reporting standards. Familiarity with NBFC audit processes and financial systems integration.
Optimo Capital is one of India’s fast-growing Non-Banking Financial Companies (NBFCs) , committed to empowering individuals and businesses through innovative financial solutions. With a strong focus on customer-centricity, transparency, and digital enablement, we aim to make credit more accessible, affordable, and seamless for every borrower. Job Title: Zonal (South) Head – Collections Department: Collections Location: Bangalore Role Objective: To lead, strategize, and manage the collections function for the assigned zone, ensuring portfolio health, minimizing delinquencies, and optimizing recovery performance across secured and unsecured loan products. Key Responsibilities: 1. Strategic & Operational Leadership Develop and implement zonal collection strategies aligned with organizational goals and regulatory requirements. Drive achievement of collection targets across all buckets (current, soft, hard, and write-off). Monitor and manage regional collection teams to ensure effective performance and productivity. 2. Portfolio Management Analyze delinquency trends and identify root causes to recommend preventive measures. Ensure early identification and resolution of high-risk accounts. Drive reduction in NPAs, PAR (Portfolio at Risk), and write-offs. 3. Team Management & Development Lead and mentor Regional and Area Collection Managers within the zone. Build high-performing teams with strong process discipline and customer-centric collection practices. Conduct regular reviews, trainings, and capability-building sessions for field and tele-collection staff. 4. Vendor & Agency Management Empanel and manage external collection agencies, repossession vendors, and legal partners. Monitor agency performance through scorecards and compliance audits. Ensure adherence to company policies, RBI/industry regulations, and ethical collection standards. 5. Process & Compliance Implement standard operating procedures (SOPs) and ensure process adherence across channels. Drive automation and digital initiatives in collections to improve efficiency and traceability. Ensure strict compliance with fair-practice codes and data privacy norms. 6. Cross-Functional Coordination Collaborate with Risk, Credit, Operations, Legal, and Business teams for end-to-end resolution of delinquent accounts. Provide MIS reports, dashboards, and insights to senior management for decision-making. Key Performance Indicators (KPIs): DPD (Days Past Due) reduction and PAR performance. Collection efficiency ratio and recovery rate. Reduction in NPAs and write-offs. Cost of collections vs. budget. Qualifications & Experience: Graduate / Postgraduate (MBA preferred) in Finance, Business Administration, or related fields. 10–15 years of experience in retail or SME collections in NBFCs/Banks, with at least 3–5 years in a leadership role. Proven expertise in managing large, geographically diverse teams and multi-product portfolios. Strong understanding of regulatory norms, recovery processes, and legal frameworks (SARFAESI, arbitration, etc.).
Job Title: Relationship Manager Loan Against Property (LAP) Department: Sales Location: [Specify Location] Reporting To: Branch Manager / Cluster Manager Job Summary: The Relationship Manager (LAP) is responsible for sourcing, acquiring, and managing customers for Loan Against Property products. The role involves achieving business targets, maintaining portfolio quality, and ensuring customer satisfaction through effective relationship management and market intelligence. Key Responsibilities: Source and acquire new customers for Loan Against Property (LAP) . Generate business through direct sourcing, DSAs, connectors, and references . Conduct preliminary credit assessment and ensure proper documentation. Achieve monthly disbursement and revenue targets . Coordinate with credit, operations, and collections teams for smooth loan processing. Ensure compliance with internal policies and RBI/NBFC guidelines. Build and maintain strong relationships with customers, channel partners, and internal teams . Monitor and ensure portfolio quality by timely follow-ups and service. Stay updated on market trends, competitor activities, and product developments . Key Skills & Competencies: Strong understanding of Loan Against Property / Mortgage products Excellent communication and negotiation skills Ability to build and manage client relationships Target-oriented with a focus on business growth Knowledge of credit and documentation processes Eligibility Criteria: Education: Graduate / Post Graduate in any discipline (preferably Finance or Business Management) Experience: 2–5 years in LAP / Mortgage / Secured Loans (preferably in an NBFC or Bank) Age: 23–35 years Role & responsibilities Preferred candidate profile
Job Title: Human Resource Recruiter Department: Human Resources Industry: NBFC (Non-Banking Financial Company) Location: Bangalore HSR Layout Reporting To: Regional HR / Head Human Resources Job Summary: The HR Recruiter will be responsible for managing end-to-end recruitment for various business functions across the NBFC, ensuring timely hiring of quality candidates aligned with business needs. The role requires strong networking, stakeholder management, and understanding of sales- and credit-based hiring in the financial services domain. Key Responsibilities: Manage the end-to-end recruitment process – sourcing, screening, interviewing, and onboarding. Partner with Business Heads / Cluster Managers / Branch Managers to understand manpower requirements. Source candidates through job portals, social media, employee referrals, and field recruitment . Conduct initial HR interviews and coordinate technical or business interviews. Ensure timely closure of open positions within approved TAT. Maintain and update recruitment trackers and manpower dashboards regularly. Support in BGV (Background Verification) and offer letter process . Coordinate with corporate HR for documentation and joining formalities. Assist in campus hiring, walk-in drives, and mass recruitment for sales roles. Ensure adherence to company policies and compliance norms during the recruitment process. Support employee engagement and onboarding activities as required. Key Skills & Competencies: Strong understanding of NBFC / BFSI hiring processes . Excellent communication and interpersonal skills . Ability to handle volume hiring and regional coordination . Proficiency in MS Excel, HRMIS tools, and job portals (e.g., Naukri, Shine, LinkedIn). Strong time management and stakeholder management skills. Eligibility Criteria: Education: Graduate / Postgraduate in Human Resources or Business Administration. Experience: 2–5 years in recruitment , preferably within NBFC / Banking / Financial Services . Age: 23–35 years. Compensation: As per company norms and experience.
Job Title: Branch Manager Loan Against Property (LAP) Department: Sales / Business Development Location: Ramanagara , Sahapur , Vijayawada Reporting To: Regional Manager / Zonal Head Job Purpose: The Branch Manager – LAP will be responsible for driving business growth and profitability of the branch by sourcing quality LAP (Loan Against Property) business, managing the sales team, ensuring compliance, and maintaining strong customer relationships. Key Responsibilities: 1. Business Development & Sales Achieve business targets for the LAP product through direct sourcing, DSAs, and channel partners. Identify and develop new business opportunities in the local market. Ensure portfolio quality and maintain healthy credit standards. Conduct market analysis and competitor mapping to enhance branch performance. 2. Team Management Lead, motivate, and monitor the sales and operations team to achieve branch targets. Conduct regular performance reviews, training, and mentoring sessions. Ensure adherence to company policies, ethical sales practices, and compliance norms. 3. Credit & Operations Coordinate with the credit and operations team for timely sanction and disbursement of loans. Ensure proper documentation, verification, and risk assessment before disbursement. Monitor post-disbursement activities to maintain portfolio quality and collections. 4. Relationship Management Build and maintain relationships with customers, DSAs, builders, and other external stakeholders. Provide excellent customer service and ensure high satisfaction levels. Handle escalations and resolve customer grievances effectively. 5. Compliance & Audit Ensure 100% compliance with internal, regulatory, and audit requirements. Maintain branch records, MIS reports, and ensure timely submissions. Key Skills & Competencies: Strong knowledge of Loan Against Property (LAP) and mortgage lending processes. Excellent sales and team leadership skills. Sound understanding of credit assessment and documentation. Relationship management and networking abilities. Result-oriented with strong analytical and problem-solving skills. Good communication and interpersonal skills. Qualifications & Experience: Education: Graduate / Postgraduate in Finance, Business, or a related field. Experience: 5–8 years in LAP / Mortgage Sales, with at least 2–3 years in a branch leadership role (preferably in NBFC Sector ) CTC: As per industry standards
Roles and Responsibilities Manage relationships with existing clients to increase sales revenue through cross-selling of financial products such as LAP loans, loan against property, and secured loans. Identify new business opportunities by networking within the community and building connections with potential customers. Conduct market research to stay updated on industry trends and competitor activity. Develop strategies to acquire new clients and expand existing relationships. Collaborate with internal teams to resolve client queries and issues.