● Team Leadership: Manage a team of 20 agents, guiding them through the refinance process and ensuring they meet performance and quality standards.● Process Management: Oversee the end-to-end workflow, from initial lead generation to Post Disbursal Documentation (PDD), ensuring timely loan processing and documentation.● Growth Achievement: Increased monthly disbursals by 50-60%, contributing significantly to the company’s book size and operational productivity.● Partnership Management: Maintain strong relationships with key lending partners, including A-rated banks and NBFCs, to ensure smooth coordination and enhanced service delivery.● Performance Monitoring: Track and improve key metrics such as lead-to-attempt and lead-to-document collection ratios, continuously optimizing team output.● Call Center Operations: Manage call center functions, including rostering, dialer management, and lead distribution to maximize operational efficiency.● Talent Management: Focus on team retention by implementing effective hiring, training, and employee engagement strategies while minimizing operational shrinkage.● Standard Operating Procedures (SOPs): Develop and refine SOPs for the team to ensure adherence to best practices and improved operational efficiency.

Products: Personal Loan, Business Loan, Professional Loan, Credit Card, Home Loan, Loan Against Property(LAP), Secured/Unsecured Loans Key Responsibilities: ● Led a sales team of 21 agents, consistently achieving monthly sales targets and managing the team’s day-to-day operations.● Specialized in data planning, closure planning, and CRM management to streamline the sales funnel.● Collaborated with top financial partners such as Bajaj, HDFC, Axis, ICICI, Kotak, Yes Bank, Lendingkart, and others to ensure optimal customer outcomes.● Managed dialer reports, First-Time Disbursal (FTD), and Month-to-Date (MTD) agent-wise performance reports.● Monitored and maintained team performance metrics, including Average Processing Rate (APR) and Document Return Rate (DRR). Key Achievements: ● Successfully managed a monthly book size of ₹7-9 Cr.● Improved overall team efficiency through detailed performance tracking and targeted interventions.

● Managed a workforce of 27+ line workers, focusing on productivity and process control.● Provided training on methodologies like 5S, Kaizen, TPM (Total Productive Maintenance), and DWM (Daily Work Management).● Maintained rejection data, implemented corrective actions, and developed process control checklists