SM - BD & Alliances - Loan Against Securities

DMI Finance Private Limited; Delhi; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

DMI Finance Private Limited is seeking a senior partnerships leader to drive LAS partner onboarding and alliances with MFDs, RIAs, and fintechs to expand the distribution of loans against securities. You will understand customer journeys and funnels, optimize conversions, and manage audits and compliance while aligning with profitability and growth targets.

Responsibilities include onboarding, channel management, product integration, sales execution, partner enablement, and ongoing market

Qualifications

• MBA/finance preferred with market knowledge
• 5-8 years of experience minimum
• LAS product knowledge: lien-marking, securities valuation, capital market operations
• Established network in Wealth Management, MFD, or Stockbroking preferred
• Understanding of digital lending ecosystems: API integrations, e-KYC, automated disbursement workflows
• Strong written and oral communication; MS Excel, Word, and PowerPoint proficiency
• Ability to handle multiple priorities and deadlines

Responsibilities

• Lead partner onboarding: identify, pitch, and onboard high-potential partners such as MFDs, RIAs, and FinTechs
• Drive channel management to enable partners to offer instant liquidity solutions against assets
• Facilitate product integration of embedded credit infrastructure and digital lending journeys
• Own disbursement targets and AUM growth for the LAS product line
• Provide partner enablement through training and marketing support
• Monitor market trends (LTV, rates, competitors) to maintain competitive edge

Skills

Stakeholder management

Negotiation

MS Excel

PowerPoint

Communication

Digital lending ecosystem knowledge

Education

MBA in Finance or equivalent

Tools

API integrations

e-KYC

Job description

Lead the sourcing of new partners & alliances for Loans Against Security business (Loan against shares, mutual funds, bonds), drive end-to-end process of onboarding Mutual Fund Distributors (MFDs), Wealth Management firms, Stockbrokers, and Wealth-tech platforms to integrate credit solutions into their existing client offerings.

Understand customer journeys, funnels and drive improvement in conversions while managing the required audits & compliance of all the partners and maintaining the organizational goals on profitability and growth.

Key Accountabilities:

Partner Onboarding & Management

• Partner Onboarding: Actively lead, identify, pitch, and onboard high-potential partners (MFDs, RIAs, and FinTechs) to expand the distribution network for LAS. Prepare business plan and forecasts for identified partners and complete the onboarding by completing the due diligence, closing commercials & legal agreements.
• Channel Management: Drive the B2B2C funnel by enabling partners to offer instant liquidity solutions to their end customers against financial assets like Shares, Mutual Funds, and Bonds.
• Product Integration: Facilitate the adoption of embedded credit infrastructure and digital lending journeys within partner platforms.
• Sales Execution: Take ownership of disbursement targets and AUM growth for the LAS product line.
• Partner Enablement: Conduct product training and provide marketing support to partner teams to ensure high engagement and active sourcing.

Market Intelligence: Monitor industry trends regarding LTV (Loan-to-Value), interest rates, and competitor offerings to maintain a competitive edge.

Skills & Knowledge:

• Qualifications
• Qualifications preferred: MBA (finance) or equivalent, with market knowledge
• Work Experience
• Minimum years of experience: 5-8 years
• Product Expertise: Strong functional knowledge of Loan Against Securities (LAS – which included loans against shares, mutual funds, bonds), including the mechanics of lien-marking, valuation of securities, and capital market operations.
• Network: An established network within the Wealth Management, MFD, or Stockbroking community is highly preferred.
• Technical Familiarity: Understanding of digital lending ecosystems, including API integrations, e-KYC, and automated disbursement workflows.
• Communication: Proven ability to manage senior stakeholder relationships and negotiate complex partnership agreements
• Industry Related experience: approx. 4-6 years (min.); Prior experience of managing partnerships/alliances in a consumer LAS setup.
• Other skills:
• Strong written and oral communication skills
• Strong expertise in MS Excel, Word and PowerPoint
• Customer Service approach
• Ability to handle multiple priorities and conflicting deadlines