Assistant Manager / Manager ? Cross Sell & Strategic Partnerships

Clix Capital Services; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Senior leadership exposure

Cross-functional project ownership

Job summary

Clix Capital Services in Gurugram is seeking a cross-sell leader to drive business across existing customers, identify new opportunities and manage end-to-end cross-sell initiatives. You will work with risk, product, finance, ops and technology teams to optimize acquisition, retention and portfolio profitability.

The role requires 3–8 years in retail or digital lending, partnerships or business development, with strong Excel skills and familiarity with LOS/LMS systems.

Qualifications

• 3-8 years in Retail Lending, Digital Lending, Fintech, Partnerships, Product, Business Development or Cross Sell.
• Prior NBFC / Bank / Fintech experience preferred.

Responsibilities

• Identify cross-sell opportunities across Risk, Product, Finance, Ops and Technology teams.
• Drive cross-sell campaigns for existing, new and previously rejected customers.
• Develop and manage platforms/partnerships for Clix and non-Clix financial products.
• Own the end-to-end cross-sell journey from opportunity to onboarding and disbursement.
• Drive volumes across BL, LAP and K12 lending.
• Coordinate with Risk Analytics to target eligible customer pools.
• Streamline processes through automation and AI-enabled tools.
• Manage partner relationships, escalations and performance.
• Evaluate new fintech partnerships and pilot opportunities.
• Coordinate with internal IT for LOS, LMS and system enhancements.
• Design scalable processes for new initiatives.
• Prepare business MIS and dashboards.

Skills

LAP lending

BL lending

K12 lending

Excel

AI tools

Python (basics)

LOS

LMS

Stakeholder management

Tools

LOS

LMS

Internal systems

Job description

ROLE PURPOSE

We're looking for ahigh-energy, analytical and execution-focused professional to drive the CrossSell business across our existing customer base, identifying new opportunities,running end-to-end cross-sell initiatives, managing strategic partnerships, andusing technology and analytics to improve acquisition, retention and portfolioprofitability.

KEY RESPONSIBILITIES

• Build cross-sell opportunities with Risk, Product, Finance, Ops and Technology teams
• Drive cross-sell campaigns for existing, new and previously rejected customers
• Develop and manage platforms/partnerships for Clix and non-Clix financial products
• Own the end-to-end cross-sell journey from opportunity to onboarding and disbursement
• Drive business volumes across Business Loan (BL), LAP and K12 financing
• Work with Risk Analytics to carve out eligible customer pools for targeted campaigns
• Streamline processes through automation and AI-enabled tools
• Manage partner relationships, escalations and business performance
• Evaluate new fintech partnerships and pilot new opportunities
• Coordinate with internal IT for LOS, LMS and system enhancements
• Design scalable processes for new business initiatives
• Prepare business MIS, dashboards and management presentations

ELIGIBILITY

Grade: Assistant Manager / Manager
Experience: 3-8 years in Retail Lending, Digital Lending, Fintech,Partnerships, Product, Business Development or Cross Sell

Preferred:

• Prior NBFC / Bank / Fintech experience

DESIRED SKILLS

• Strong grip on LAP, BL and K12 lending products
• Understanding of lending lifecycle, credit policy operations
• Hands-on Excel for business analysis and MIS
• Comfort with AI tools for productivity; basic Python a plus
• Experience with LOS, LMS and internal business systems
• Strong stakeholder management communication skills

PREFERRED COMPETENCIES

• Ownership Mindset
• Process Improvement
• Data-Driven Decisions
• Partnership Management
• Project Management
• Innovation
• Fast-Paced Execution

WHY JOIN

• Build and scale Clix's Cross Sell business
• Work across multiple lending products on strategic initiatives
• Exposure to AI-led process transformation fintech partnerships
• High-impact, high-visibility initiatives with senior leadership