6 Agent Onboarding Jobs

Position: Key Account Manager Location: Kochi Working days- 6 days, Remotely, Travel intercity or intracity Skills: B2B, Field Sales, Account Management, Study Abroad, Partners onboarding experience about countries and universities. Company's Website- https://www.leverageedu.com / https://fly.finance/forex Experience: 4 years min. Role & responsibilities Identify and develop strategic relationships with potential partners. Handle the end-to-end cycle of student enrollment. Manage the leads coming from the partners (B2B channel), right from initiation to student admission. Constant monitoring and follow up on accuracy of documents being provided. Maintain strong follow-ups and regular feedback calls with partners. Efficient and effective lead utilization with consistent follow-ups, low Turn-Around-time (TAT) and increased connectivity with multiple attempts. Build cross-discipline relationships in the organization, partnering/ working closely with employees across departments, thereby ensuring an effective closure. Preferred candidate profile Bachelor's degree in business management, marketing, or related field. 1-2 years of relevant work experience in business development or similar background. Strong verbal communication and listening skills. Showcase a keen interest in education and innovation along with acumen for sales. Ability to work under pressure. Detail oriented approach of working. Being capable of concept selling and understanding business and customer issues.

Position Purpose The role is responsible for managing the complete lifecycle of vendor and collection agency onboarding, billing, cost provisioning, and compliance for the retail and credit card collections portfolio. The position ensures alignment with internal and external stakeholders, regulatory compliance, timely execution of key processes, and support during internal and external audits. Key Responsibilities Manage the onboarding of vendors and collection agencies, including activation of EDC IDs in VMS and Mobicule systems. Oversee the billing process for all retail and credit card collection vendors, including invoice processing through BAZ and maintaining accurate cost provisioning. Coordinate onboarding of collection agents into the VMS system to ensure readiness for field operations. Ensure timely preparation and dissemination of MIS reports, including billing data, vendor tracker updates, and EDC status reports. Handle uploads of new vendor data on the bank's internal site to ensure up-to-date information is maintained. Respond to and resolve telephonic and email-based queries from collection managers related to agency and agent onboarding. Manage governance and compliance activities including ADOC processes for vendor onboarding and EDC management. Coordinate with legal, compliance, and procurement teams for timely renewal and documentation of vendor agreements. Qualifications and Experience Essential Qualification Graduate in Banking and Financial Management Preferred Qualification MBA or Postgraduate degree in Banking and Finance Essential Experience Minimum 8 years of relevant experience in collection operations or vendor management Preferred Experience Over 10 years of experience in retail and credit card collections with exposure to vendor governance Competency Requirements Technical Competencies Should demonstrate strong operational excellence with a focus on reducing turnaround time and improving process efficiency. Must have a solid background in retail lending and collection processes. Proficiency in systems like VMS, Mobicule, and BAZ is required. Ability to analyze audit findings and proactively address process gaps. Behavioural Competencies Professionalism in decision-making and conduct, with a commitment to ethical practices. Respectful and responsible communication and collaboration with internal and external partners. A results-driven approach that demonstrates excellence and builds trust. An entrepreneurial mindset with a sense of ownership and initiative. Ability to work effectively in a team environment to achieve common goals.

Job Title: Business Development Manager (BDM) Job Type: Full-Time About the Role: We are looking for a dynamic and results-driven Business Development Manager (BDM) to onboard and manage partnerships with education consultants, FFMCs, and immigration service providers. The ideal candidate will promote and sell current bank accounts and GICs to eligible clients, especially international students, while ensuring excellent customer experience and consistent sales growth. Key Responsibilities Onboard and manage partners (Education Consultants, FFMCs, Immigrant Service Providers) to promote bank products. Promote and sell current accounts and GICs to eligible customers. Clearly explain account features, benefits, and terms to clients. Guide clients especially international students through account opening and GIC processes. Build strong relationships to ensure client satisfaction and retention. Meet or exceed monthly and quarterly sales targets. Address customer inquiries via phone, email, or in-person. Maintain accurate and up-to-date customer records. Work with internal teams to resolve issues and ensure smooth operations. Stay updated on product changes, banking regulations, and market trends. Identify emerging markets, competitors, and opportunities for growth. Requirements High school diploma required; Bachelors in Business/Finance is a plus. Experience in sales, banking, or customer service preferred. Knowledge of financial products, especially GICs. Strong communication, interpersonal, and relationship-building skills. Organized, self-motivated, and capable of working independently or in a team. CRM and Microsoft Office proficiency. Multilingual skills are an advantage, especially when working with international clients.

Job Title: Business Development Manager (BDM) Job Type: Full-Time About the Role: We are looking for a dynamic and results-driven Business Development Manager (BDM) to onboard and manage partnerships with education consultants, FFMCs, and immigration service providers. The ideal candidate will promote and sell current bank accounts and GICs to eligible clients, especially international students, while ensuring excellent customer experience and consistent sales growth. Key Responsibilities: Onboard and manage partners (Education Consultants, FFMCs, Immigrant Service Providers) to promote bank products. Promote and sell current accounts and GICs to eligible customers. Clearly explain account features, benefits, and terms to clients. Guide clients especially international students through account opening and GIC processes. Build strong relationships to ensure client satisfaction and retention. Meet or exceed monthly and quarterly sales targets. Address customer inquiries via phone, email, or in-person. Maintain accurate and up-to-date customer records. Work with internal teams to resolve issues and ensure smooth operations. Stay updated on product changes, banking regulations, and market trends. Identify emerging markets, competitors, and opportunities for growth. Requirements High school diploma required; Bachelors in Business/Finance is a plus. Experience in sales, banking, or customer service preferred. Knowledge of financial products, especially GICs. Strong communication, interpersonal, and relationship-building skills. Organized, self-motivated, and capable of working independently or in a team. CRM and Microsoft Office proficiency. Multilingual skills are an advantage, especially when working with international clients.

Job Title: Business Development Manager (BDM) Job Type: Full-Time About the Role We are looking for a dynamic and results-driven Business Development Manager (BDM) to onboard and manage partnerships with education consultants, FFMCs, and immigration service providers. The ideal candidate will promote and sell current bank accounts and GICs to eligible clients, especially international students, while ensuring excellent customer experience and consistent sales growth. Key Responsibilities Onboard and manage partners (Education Consultants, FFMCs, Immigrant Service Providers) to promote bank products. Promote and sell current accounts and GICs to eligible customers. Clearly explain account features, benefits, and terms to clients. Guide clients especially international students through account opening and GIC processes. Build strong relationships to ensure client satisfaction and retention. Meet or exceed monthly and quarterly sales targets. Address customer inquiries via phone, email, or in-person. Maintain accurate and up-to-date customer records. Work with internal teams to resolve issues and ensure smooth operations. Stay updated on product changes, banking regulations, and market trends. Identify emerging markets, competitors, and opportunities for growth. Requirements High school diploma required; Bachelors in Business/Finance is a plus. Experience in sales, banking, or customer service preferred. Knowledge of financial products, especially GICs. Strong communication, interpersonal, and relationship-building skills. Organized, self-motivated, and capable of working independently or in a team. CRM and Microsoft Office proficiency. Multilingual skills are an advantage, especially when working with international clients.

Position: Key Account Manager Location: Kochi Working days- 6 days, Remotely, Travel intercity or intracity Skills: B2B, Field Sales, Account Management, Study Abroad, Partners onboarding experience about countries and universities. Company's Website- https://www.leverageedu.com / https://fly.finance/forex Experience: 4 years min. Role & responsibilities Identify and develop strategic relationships with potential partners. Handle the end-to-end cycle of student enrollment. Manage the leads coming from the partners (B2B channel), right from initiation to student admission. Constant monitoring and follow up on accuracy of documents being provided. Maintain strong follow-ups and regular feedback calls with partners. Efficient and effective lead utilization with consistent follow-ups, low Turn-Around-time (TAT) and increased connectivity with multiple attempts. Build cross-discipline relationships in the organization, partnering/ working closely with employees across departments, thereby ensuring an effective closure. Preferred candidate profile Bachelor's degree in business management, marketing, or related field. 1-2 years of relevant work experience in business development or similar background. Strong verbal communication and listening skills. Showcase a keen interest in education and innovation along with acumen for sales. Ability to work under pressure. Detail oriented approach of working. Being capable of concept selling and understanding business and customer issues.