Assistant Team Lead - Financing and Insurance

Manage a team of 10-12 F&I coordinators

• End to end responsibility of a deal from car reservation to delivery
• Collect the right set of documents from customer and place deal with the bank
• Coordinate with bankers for faster loan approval
• Insurance payment and issuance coordination with partner channels
• Work with in-house workshop to ensure pre-delivery QC
• Manage internal stakeholders (finance, PROs) for registration and delivery
• Loan amount disbursal and commission collection

Team leadership and performance management

• Lead and manage a team of F&I Coordinators.
• Set daily targets and monitor workloads, case movement, and productivity.
• Conduct regular reviews on performance, quality, and turnaround times.
• Provide on-ground coaching on documentation quality, banker handling, and customer communication.

Operations ownership and delivery governance

• Own the end-to-end F&I journey from post-reservation to delivery readiness.
• Ensure smooth case movement across:
  • Financing
  • Insurance
  • Registration
  • Final QC & Delivery
• Track pipeline health and proactively unblock bottlenecks.
• Ensure compliance with process, documentation, and audit readiness.
• Reduce failure points through root cause analysis and process fixes.

Financing and banker management

• Act as the primary escalation point for banker delays and rejections.
• Build strong relationships with partner banks and finance teams.
• Drive banker SLA compliance through tracking and escalation mechanisms.
• Support negotiation on deals where needed.

Insurance and registration oversight

• Oversee insurance issuance in coordination with partners.
• Drive registration process and delivery alignment.
• Track SLA adherence across insurance underwriting and RTA ops in coordination with registration team
• Ensure clean handoffs into QC and logistics.

Process excellence and continuous improvement

• Identify repeat delays and optimize operating flows.
• Build SOPs and tracker hygiene.
• Standardize documentation playbooks and escalations.
• Drive tool adoption (CRM, loan portals, trackers).

Stakeholder management

• Banking team leads
• Insurance partners
• Registration and logistics teams
• Customer experience
• QC and inspection
• Act as the bridge between Sales, ops, and banking to ensure clean execution

• 5+ years in auto finance, dealership finance, or lending operations
• Minimum 2 years in Team Lead / supervisory role preferred.
• Deep understanding of:
  • Loan processing
  • Auto valuations
  • LPO flows
  • Documentation
  • Insurance issuance
  • Registration workflows
• Strong process-control and case-tracking ability.
• Proven problem-solving and escalation handling skills.
• Data comfort (MIS, dashboards, trackers).

• Competitive remuneration that keeps pace with industry standards.
• Benefits aligned with regional norms.
• A workplace where your ideas take the fast lane and your skills shift into high gear.
• The chance to work alongside industry trailblazers who are as passionate about cars as you are.

• Overall delivery
• Token to delivery conversion%
• Reservation to delivery TAT
• Token to docs TAT
• Loan financing TAT
• Financing approval conversion rate
• Team productivity (cases per agent)
• Value added services revenue