Job title: Area Manager/Regional Manager – Impact and Business

Number of positions : 4 [Tamil Nadu, Karnataka, Ahmedabad, West UP]

The incumbent will work with Kaleidofin’s (a fintech platform that propels underbanked customers towards realising their goals, by providing intuitive and personalised financial solutions) high performance sales team on the following:

The incumbent will be responsible for managing sales of financial/investment/savings solutions curated by kaleidofin’s Solutions team in the assigned territory. The role includes managing a sales force of field agents assigned to kaleidofin by partner institutions including field staff of Microfinance Institutions (MFIs), business correspondents of corporate BC partners, staff of NGOs etc.

Responsibilities include- 

  1. Development of sales strategy and achievement of budgeted sales targets and activity management KPIs for the region
  2. Recruit, Mentor, motivate and guide a team of kaleidofin appointed cluster managers
  3. Channel Managementdeep engagement with the agents and supervisors of kaleidofin’s channel/network partner institutions that includes Microfinance Institutions, NBFCs, NGOs and similar partners.
  4. Developing and managing Sales forecasting and operating plan by partner, geography including managing employee productivity ratios, customer acquisition, persistency/regularity, assets under management (AUM) including average AUM per customer and managing distribution and operating costs.
  5. Training subordinates to develop requisite skills; conducting trainings on financial solutions, selling skills, lead prospecting and closing skills


Desired Skills & Experience – Education & Experience:

The role will possess the following qualifications and experience:

  1. Any graduate with Master’s degree, Sales/Marketing management preferred
  2. Strong business development, team management experience (3 – 7 years) and high performance track record within a large Indian or multinational organisation preferably within the Micro-lending, Insurance and other similar industry with a major focus on Rural Channels
  3. Possess exceptional team management, relationship management & interpersonal skills
  4. Possess Strong analytical, problem solving & organizational abilities
  5. An effective communicator

The candidate should feel strongly about the power of financial technology and analytics to solve large real-world problems such as access to good finance. you must be analytical and entrepreneurial with a razor-sharp focus on execution.

If you fit the bill, write to

About kaleidofin:

Kaleidofin is a fintech platform that propels under-banked customers towards meeting their real life goals by providing intuitive and tailored financial solutions. our name “kaleidofin” is inspired by the power of financial solutions to enable beautiful possibilities of a future life for each customer.

Kaleidofin believes that everyone deserves and requires access to financial solutions that are intuitive and easy to use, flexible and personalised to real goals that can make financial progress and financial freedom possible for everyone.

Kaleidofin believes financial solutions can provide customers powerful tools that solve their real life goals and challenges. for too long, the financial services industry has been a manufacturer producing products and fitting customers to their products. at kaleidofin, we want to flip this around, keep the customer at the centre and provide mass tailored solutions that are best suited to meet the customer’s own goals/challenges.

the demand for financial services is, therefore, a demand derived from an underlying goal and aspiration of an individual. there is an urgent need to make financial services and solutions intuitive for customers and embed them in their everyday life.

kaleidofin leverages the India Stack, existing networks, analytics, structuring and user-centred design to drive outcomes for customers, in the process, we will also help enrich the digital asset of each such customer.


Partnership approach

In order to reach out to customers kaleidofin partners with Microfinance Institutions (MFIs), Cooperative banks, NGOs temp agencies etc. These institutions have a large reach to the customers and have a field staff force which interacts and carries out transactions on a regular basis. Our strategy is to leverage these networks to deliver suitable solutions at enormous scale with the use of data analytics and mobile technology.


Solutions approach

We combine distinct financial products (credit, investment, insurance, savings) to form a solution that actually both resonates with and works for the customer

Data Analytics

We build customer profiling, underwriting, solution design and machine learning suitability algorithms to solve this gigantic customer problem.