Senior Manager - Business, Operations & Product
CurrentRole: Lead – Portfolio Manager at Dhanadeepa Consultant Pvt Ltd.1. Client Acquisition - To identify & acquire new corporate clients to expand the NBFC’s client base.2. Relationship Management - To build and maintain strong relationships with new and existing corporate clients and act as the primary point of contact for clients, ensuring high levels of client satisfaction.3. Compliance & Risk Management – To ensure client acquisition activities comply with regulatory & Internal policies and conducting regular review & monitoring of the portfolio including PDDs within the portfolio.4. Credit Assessment Support – To collaborate with the credit assessment team to ensure thorough evaluation of client creditworthiness. Also assisting in preparing credit proposals and presenting them to the credit committee.5. Cross-Selling & Up-Selling - Identify opportunities for cross-selling and up-selling additional financial products and services to existing clients.Role: Product & Operations Manager at OneTap Loan1. Business Development - Co-led PAN India business development & marketing initiatives and established partnerships with Ed-tech, Health-techs and channel partners.2. System & Workflow Development - Designed & drafted the website journey including the LOS, LMS and DSA Portal journey highlighting business requirements, workflow, dataflow and UI. Additionally, finalized the service providers based on requirements and enable seamless integration with existing system.3. Operational Management - Oversaw disbursements, reviewed management MISs daily, and coordinated with legal and collections teams for recovery efforts and legal actions. 4. Documentation & User Experience - Drafted formats for sanction letter, loan agreement, KFS, electronic reminders & mailers. Created Terms & Conditions (T&Cs), Privacy policy, Disclaimers, Official website ensuring fair and transparent practices. Plus, held the position of ‘Grievance Officer’, resolving borrower disputes & concerns.