Lead - Product, Process, Sales Support & Channel Management

Company Overview

Forward Finance is a new-age, technology-led Non-Banking Financial Company (NBFC) building a modern lending platform focused on secured products like Loan Against Securities (LAS) and Loan Against Mutual Funds (LAMF). The company’s approach is simple: win through technology + distribution. Instead of reinventing products, Forward Finance is building a scalable, API-driven infrastructure and a high-performance distribution engine to reach customers efficiently. Over the next 2–3 years, the company aims to evolve into a full-stack NBFC, expanding into wealth and fintech-led offerings while maintaining a fast, execution-focused culture.

Job Summary

The Lead - Product, Process, Sales Support & Channel Management role is largely focused on sales coordination and fostering cross-functional synergy. This position acts as the connecting link between Sales and internal functions such as IT, Operations, Credit, and Policy, ensuring smooth execution of the Loan Against Investments business (LAS and LAMF).

Responsibilities

• Coordinate with the sales team to resolve cross-functional dependencies.
• Collaborate closely with IT and Operations to streamline processes and improve turnaround times.
• Manage channel distribution including onboarding, activation, and ongoing partner management across Multi-Financial Distributors (MFDs), broking, and institutional tie-ups.
• Oversee brokerage structures and payout management across channels.
• Drive sales and distribution campaign management, including planning, rollout, and tracking.
• Support sales enablement through tools, collateral, and training.
• Track product and process gaps and drive timely closures with respective teams.

Qualifications

• Experience: 8-12 years in financial services (NBFC/lending/wealth/mutual funds).
• Skills:
  • Strong cross-functional coordination
  • Channel management
  • Campaign execution experience
  • Structured and hands-on approach
  • Comfortable operating in a build-stage environment
  • Exposure to LAS/LAMF or the MFD ecosystem is a plus.

Preferred Skills

• Understanding of financial services regulations.
• Familiarity with technology-driven lending platforms.
• Excellent verbal and written communication skills.

Experience

• A minimum of 8-12 years of relevant experience in financial services, particularly in roles involving sales support and channel management.

Environment

The typical work setting is in-office based in Mumbai, within a fast-paced, technology-driven environment fostering innovation and collaboration.

Salary

Salary details were not specified.

Growth Opportunities

Potential career advancement opportunities may arise as the company expands its offerings in the wealth and fintech sectors.

Benefits

Details of benefits were not specified.