Roles & Responsibilities
Drive sales of Domestic & Overseas Education Loans through consultants, DSAs, and direct walk-in/inbound leads.
Build and manage solid relationships with education consultants, DSAs, and channel partners to generate consistent business.
Handle end-to-end education loan processing from lead generation to disbursement.
Counsel students and parents on loan eligibility, documentation, interest rates, and repayment options.
Achieve monthly sales targets through effective conversion of leads into sanctioned loans.
Coordinate with Credit, Ops, and Underwriting teams for smooth approval and disbursement process.
Maintain solid post-sales relationship to ensure customer satisfaction and referrals.
Support onboarding of recent DSAs/consultants and ensure smooth business flow with partners .
Work with internal teams to resolve system/process issues and improve workflow efficiency .
Ensure proper documentation, compliance, and timely follow-ups for loan closure.
Maintain MIS reports, track conversions, and monitor portfolio performance.