3 Education Institutions Jobs

The role of Partner Success Specialist is to ensure that our institution partnerships flourish. Stakeholder engagement, reporting, and project leadership are key priorities of this role. You will be part of a passionate, open, and high-performance team. This particular role is responsible for managing the success and relationship with one of our strategic global partnerships. Your backstory includes having at least 1+ years of experience in a strategic client/partner success or account management (non-sales) role. It is essential to have experience working with/for Education institutions. A proven track record in managing a large or strategically important, high-performing partnership is required. Strong commercial acumen is necessary with the ability to originate and nurture opportunities within existing partnerships. Operational knowledge of United Kingdom and European Union Education systems is a must. As a successful candidate, you should be a great team player with the ability to work autonomously. You should demonstrate a steadfast commitment to overcoming obstacles and challenges in a collaborative and open way (Resilience). Exceptional attention to detail and analytical skills are highly valued. You should focus on continuous improvement and positive change, showcasing demonstrable interpersonal and influencing skills, especially in a global working environment. A willingness to get involved and to work towards shared objectives is essential for this role.,

Key Deliverables : Leads generation/Business development through Branches, CAs, DSAs and referrals from existing borrowers, current account holders etc. Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanction terms, documentation etc. Assisting credit team through timely resolution of raised queries and sharing of information requested. Timely Convey sanction/reject decision to the customer, handover sanction/rejection letter and follow up for documentation. Documentation, disbursements, authorization of credit vouchers. Punching of new loan accounts in system Post disbursement credit related activities: receipt of title deed, creation of EM. Strong communication and interpersonal skills Cross sell of other asset/liabilities products, investment products to existing group of borrowers managed by the Sales Manager/Sales Officer. Achieve individual targets and grow account profitability, while maintaining a high standard and compliance Activities : Regular Branch/Connector/DSA interaction for lead generation for Educational Institution customers and updates on the leads. Updating pipeline and conversion of leads generated by the branches Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement, including deferral closure Customer negotiation on interest rates, fees and other issues relating to charges Leveraging of cross-sell opportunities for customers in terms of Current Account/Term Deposits/Saving Deposits, Insurance, other Assets offering of the bank Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Enhancements. Co-ordination with local Ops for disbursement of a case, submission of Stock Statement and other documents as applicable Housekeeping including CAM renewals, deferral closure, stock statements, insurance renewals, Plant visit, Site visit, ensure timely servicing of monthly interest/EMIs etc Stressed accounts / Exit account management, follow-up Requirements : Must have working experience in Bank/NBFCs with 2-10 years of experience along with MBA/CA qualification would be preferred. Fair understanding of Retail products of LAP upto Rs. 50.0 to Rs. 500.0 lakhs with prior experience of funding Educational Institutions; Working Capital experience preferred Experience of managing a portfolio of existing LAP and/or Working Capital credit relationships. The number of relationships managed would depend on the geography covered and branches mapped to the respective Sales Manager/Sales Officer. Substantial experience in the banking industry, including demonstrated success in a similar role.

Key Deliverables : Leads generation/Business development through Branches, CAs, DSAs and referrals from existing borrowers, current account holders etc. Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanction terms, documentation etc. Assisting credit team through timely resolution of raised queries and sharing of information requested. Timely Convey sanction/reject decision to the customer, handover sanction/rejection letter and follow up for documentation. Documentation, disbursements, authorization of credit vouchers. Punching of new loan accounts in system Post disbursement credit related activities: receipt of title deed, creation of EM. Strong communication and interpersonal skills Cross sell of other asset/liabilities products, investment products to existing group of borrowers managed by the Sales Manager/Sales Officer. Achieve individual targets and grow account profitability, while maintaining a high standard and compliance Activities : Regular Branch/Connector/DSA interaction for lead generation for Educational Institution customers and updates on the leads. Updating pipeline and conversion of leads generated by the branches Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement, including deferral closure Customer negotiation on interest rates, fees and other issues relating to charges Leveraging of cross-sell opportunities for customers in terms of Current Account/Term Deposits/Saving Deposits, Insurance, other Assets offering of the bank Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Enhancements. Co-ordination with local Ops for disbursement of a case, submission of Stock Statement and other documents as applicable Housekeeping including CAM renewals, deferral closure, stock statements, insurance renewals, Plant visit, Site visit, ensure timely servicing of monthly interest/EMIs etc Stressed accounts / Exit account management, follow-up. Requirements : Must have working experience in Bank/NBFCs with 2-10 years of experience along with MBA/CA qualification would be preferred. Fair understanding of Retail products of LAP upto Rs. 50.0 to Rs. 500.0 lakhs with prior experience of funding Educational Institutions; Working Capital experience preferred Experience of managing a portfolio of existing LAP and/or Working Capital credit relationships. The number of relationships managed would depend on the geography covered and branches mapped to the respective Sales Manager/Sales Officer. Substantial experience in the banking industry, including demonstrated success in a similar role.