Needs Assessment : Engage with borrowers to understand their funding requirements, business goals, repayment capacity.
Credit Profiling : Review credit scores, financial statements, and collateral details to assess loan eligibility.
Lender Mapping : Match each borrower to the most suitable bank / NBFC product from our network, balancing interest rates, tenures, and loan amounts.
Process Facilitation : Coordinate with Relationship Managers, underwriters, and lenders to ensure smooth and fast application processing.
Catalyst Role : Remove bottlenecks, mediate between borrower and lender, and ensure clear communication throughout the process.
Data & Insights : Maintain accurate borrower records in our CRM and share feedback for improving lender matchmaking algorithms.
Relationship Management : Build trust with borrowers by providing transparent advice and tailored solutions.
What We’re Looking For
2–5 years’ mandatory experience in banking, NBFCs having done this similar role.
Strong understanding of secured loan products - Mortgages
Excellent communication & persuasion skills.
Analytical mindset with the ability to interpret financials and credit reports.
A customer-first approach — solving borrower challenges with empathy and precision.
Comfortable working in a fast-paced, tech-enabled lending environment.
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Sales Manager • India
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