Sales Manager Education Finance

About the Role

We are looking for an experienced Sales Manager to drive education-finance sales and customer acquisition through our partner educational institutes.

The role involves managing relationships with students, parents and educational institute partners, driving loan business, ensuring a smooth customer journey and coordinating with internal teams to achieve business objectives.

The ideal candidate should have strong sales and relationship-management experience, excellent communication skills and the ability to work in a target-driven environment.

Key Responsibilities

- Drive education loan sales and business growth through assigned educational institute partners.
- Build and maintain relationships with students, parents and partner institute representatives.
- Understand customer requirements and recommend suitable education loan solutions.
- Explain loan products, processes, documentation, timelines, EMI schedules and applicable policies.
- Manage the end-to-end customer journey from lead generation and counselling to loan processing and disbursement.
- Ensure timely collection and accurate submission of required customer documents.
- Follow up with customers and internal stakeholders to ensure smooth processing of applications.
- Coordinate with Relationship Managers, Sales, Credit, Operations and other internal teams to resolve customer and process-related issues.
- Monitor leads, conversions, application status and sales performance.
- Identify opportunities to improve conversion rates and business volumes at assigned partner institutes.
- Handle customer escalations and maintain a high level of customer satisfaction.
- Maintain strong professional relationships with partner educational institutes and key stakeholders.
- Achieve assigned sales, revenue and business targets.
- Track and report sales performance, pipeline and key business metrics to management.




- Identify market opportunities and contribute to strategies for increasing education-loan penetration.
- Ensure adherence to company policies, processes, compliance requirements and customer data confidentiality standards.
- Support and guide junior team members, where required.

Required Skills & Competencies

- Strong sales and business-development experience.
- Excellent verbal and written communication skills.
- Strong relationship-building and stakeholder-management skills.
- Proven ability to achieve sales and revenue targets.
- Solid customer-handling, negotiation and convincing skills.
- Ability to manage the complete sales and customer journey.
- Strong follow-up, coordination and problem-solving abilities.
- Ability to work independently and take ownership of business targets.
- Comfortable working in a fast-paced and target-oriented environment.
- Good understanding of sales processes, lead management and conversion.
- Basic proficiency in MS Excel/Google Sheets and business tools.

Preferred Skills / Nice to Have

- Prior experience in BFSI, FinTech, education finance, lending, loans or financial services.
- Experience in education loans, personal loans, consumer loans or similar financial-product sales.
- Experience working with colleges, universities, coaching institutes or educational organisations.
- Experience managing institutional or channel relationships.
- Experience in direct sales and customer-facing roles.
- Strong proficiency in English and Hindi.
- Experience handling sales targets, pipelines and business reporting.
- Experience mentoring or guiding junior sales team members.
- Self-motivated, proactive and result-oriented approach.

Eligibility

- Education: Graduate / Postgraduate or equivalent.
- Experience: Relevant experience in sales, BFSI, FinTech, lending, education finance or relationship management preferred.
- Candidates with a proven track record of achieving sales/business targets are encouraged to apply.
- Should be comfortable working from/at assigned educational institute partner locations.

We look forward to speaking with you and learning more about your profile.

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