Key Responsibilities:

Application Guidance & Loan Conversion:
Assist students and RPs in accurately completing loan applications with designated banking partners.
Optimize conversion by ensuring quick turnaround times, high login rates, and a high loan sanction rate.
Proactively follow up with students regarding processing fees to ensure timely loan disbursement.

Product Knowledge:
Maintain a comprehensive understanding of partner bank products, eligibility criteria, and suitable options for diverse student profiles.
Stay informed about industry trends, regulatory changes, and product offerings to provide relevant guidance to students and RPs.

Customer Experience:
Deliver excellent customer service to students and RPs, addressing inquiries and resolving issues promptly.
Build and maintain robust relationships with RPs and students to enhance satisfaction, encourage repeat business, and generate referrals.





RP Activation & Training:
Collaborate with the Regional Sales Manager to train RPs on ApplyBoard's 360 solutions and product offerings.
Actively promote product lines and the ApplyBoard 360 Solution, emphasizing unique value propositions for students.

Reporting & Analysis:
Track and analyze loan application metrics to identify trends and areas for improvement.
Prepare regular reports on processing statistics and customer feedback to support strategic decision-making.

Compliance & Risk Management:
Ensure all applications adhere to regulatory requirements and internal policies.
Maintain confidentiality and comply with data privacy laws regarding sensitive student and financial information.

📌 Process Advisor Gurugram (India)
🏢 Applyboard
📍 India