Job highlights

- 15 years experience in education loans or financial services with expertise in loan processing and student counselling
- Manage end-to-end education loan journey including lead qualification, counselling, application processing, sanction, and disbursement

Location: Noida, Sector 59

Department: Operations Education Loans

Qualification: Graduate in any discipline; MBA preferred

Experience: 15 years of relevant experience

About the Role

Buddy4Study is looking for a proactive, customer-focused, and result-oriented Education Loan Counsellor to manage the end-to-end student education loan journey, from lead qualification and counselling to application processing, loan sanction, and final disbursement.

The ideal candidate will have strong communication and relationship management skills, a sound understanding of loan processing, and the ability to drive conversions while ensuring a smooth and transparent experience for students and their families.

Key Responsibilities

1. Lead Management & Curation

- Manage assigned leads and maintain an organised, updated lead pipeline.
- Qualify and prioritise leads based on eligibility, funding requirements, and conversion potential.
- Identify high-intent applicants and implement effective follow-up strategies.
- Maintain accurate lead records and update applicant status in the CRM system.

2. Student Counselling & Lead Conversion

- Counsel students and co-applicants on education loan products, eligibility criteria, documentation, and application procedures.
- Handle inbound and outbound calls to understand applicant requirements and provide appropriate guidance.
- Address queries, resolve concerns, and manage objections professionally.
- Drive conversions from initial enquiry to completed loan application through timely follow-ups.

3. Loan Application Processing & Documentation

- Assist applicants in completing loan applications and collecting the required documents.
- Review documents for completeness, accuracy, and adherence to lending partner requirements.




- Follow up with applicants for pending documents and ensure timely submission.
- Maintain proper records and ensure compliance with applicable processes and guidelines.

4. Loan Sanction & Disbursement Coordination

- Track applications throughout the loan lifecycle, from submission to sanction and disbursement.
- Coordinate with banking partners and internal credit, underwriting, operations, and finance teams.
- Monitor application progress, identify delays, and proactively resolve process bottlenecks.
- Follow up on sanctioned cases to facilitate timely loan disbursement.

5. CRM, MIS & Performance Reporting

- Maintain updated records of leads, applications, sanctions, conversions, and disbursements.
- Prepare daily, weekly, and monthly MIS reports to track performance and pipeline movement.
- Monitor key metrics, including lead-to-application conversion, sanction rates, and disbursement rates.
- Identify process gaps and recommend improvements to enhance operational efficiency and customer experience.

6. Compliance & Process Excellence

- Follow organisational policies, lending partner guidelines, and applicable compliance requirements.
- Ensure accuracy, confidentiality, and appropriate handling of applicant information.
- Adapt to CRM platforms, Loan Origination Systems (LOS), dashboards, and digital lending tools.
- Escalate operational issues and risks to the reporting manager in a timely manner.

Required Qualifications & Skills

- Graduate in any discipline; MBA or relevant postgraduate qualification preferred.
- Relevant experience in education loans, banking, NBFCs, fintech, financial services, student counselling, or inside sales.
- Strong verbal communication, counselling, and customer relationship management skills.
- Experience in lead qualification, follow-ups, customer acquisition, and conversion.
- Understanding of loan applications, documentation, sanction processes, and disbursement workflows.
- Familiarity with CRM systems, MIS reporting, and MS Excel.
- Strong organisational skills, attention to detail, and the ability to work in a target-driven workplace.

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