About the Role

We are seeking a highly motivated and result-oriented Lead Curation & Education Loan Counsellor to manage the end-to-end student loan application journey. The role involves lead qualification, student counselling, application processing, stakeholder coordination, and driving successful loan disbursements. The ideal candidate should possess strong communication skills, customer-centricity, process discipline, and the ability to work effectively in a target-driven environment.

Key Responsibilities

Lead Management & Curation

- Manage and work through assigned lead pipelines efficiently.
- Qualify, prioritize, and curate leads based on eligibility and conversion potential.
- Identify high-intent applicants and focus efforts on maximizing conversions.
- Maintain lead hygiene and ensure accurate lead tracking.
- Update CRM systems regularly with real-time lead status and progress.

Student Counselling & Conversion

- Counsel prospective students and co-applicants regarding education loan products and processes.
- Conduct outbound and inbound calls to guide applicants through the loan journey.
- Follow structured calling scripts, engagement plans, and follow-up schedules.
- Address applicant concerns, objections, and queries professionally.
- Drive conversions across the entire funnel from enquiry to application submission.

Application Processing & Documentation

- Collect, verify, and validate applicant documents.
- Ensure complete and error-free loan application files.
- Coordinate with applicants to obtain pending documentation within timelines.




- Maintain proper documentation and compliance throughout the application process.

Loan Closure & Disbursement Coordination

- Track applications from submission through sanction and final disbursement.
- Liaise with credit, underwriting, risk, operations, and finance teams.
- Proactively follow up to minimize turnaround times and prevent application drop-offs.
- Ensure seamless movement of files through various approval stages.
- Monitor sanctioned cases until successful disbursement completion.

Technology & Process Excellence

- Utilize CRM platforms, Loan Origination Systems (LOS), dashboards, and digital lending tools effectively.
- Adapt quickly to current systems, processes, and lending partner integrations.
- Analyze reports and dashboards to identify bottlenecks and improve performance.
- Provide process improvement recommendations based on applicant feedback and operational insights.

Compliance & Reporting

- Adhere to organizational policies, lending guidelines, and compliance requirements.
- Maintain accurate MIS records on leads, applications, sanctions, conversions, and disbursements.
- Prepare daily, weekly, and monthly performance reports.
- Escalate operational challenges, process gaps, and risks to the reporting manager.

Required Qualifications

- Graduate in any discipline (MBA preferred).
- 15 years of experience in Education Loans, Financial Services, Banking, NBFC, FinTech, Student Counselling, or Inside Sales.
- Experience in handling customer acquisition and conversion processes.
- Familiarity with education loan products and lending processes will be preferred.

📌 Associate - Education Loan (Noida)
🏢 Buddy4Study
📍 Noida