Education Loan Cluster Head

Position:-

Position Purpose (Objective)

To drive the growth and profitability of the education loan segment by developing and executing effective sales strategies, building strong relationships with educational institutions and consultants, and ensuring high levels of customer satisfaction. This role involves leading a sales team, managing key accounts, and overseeing the end-to-end process of education loan applications to achieve targeted business outcomes’- Business Target Achievement Monthly Basis.

Role & Responsibilities

(-Primary Responsibility

- Secondary Responsibility)

·     The Cluster Head will lead a team of Sales Manager & Executives & will be responsible for, training & managing performance of the team and achieving the month Education Loan disbursement targets.

·     Assigning Prospects leads to executive daily

·     Joint houses visit to customer with executive to customer’s place

·     Supporting executive to sanction the cases

·     On boarding new consultants / Partners (06 every month)

·     Minimum 80 % of executives to be qualified for incentive every month

·     Highlighting to resolve the local issues to the UBISL head office

Ensuring the team targets are achieved in terms of monthly segment vise Logins and eventually loan disbursements.

Job Specific skills

·     Bachelor’s degree in business or related field.

·     Experience in planning and implementing sales strategies.

·     Experience in customer relationship management.

·     Experience managing and directing a sales team.

·     Excellent written and verbal communication skills.

·     Dedication to providing great customer service.

Ability to lead a sales team

KRA’s

Consultant Meetings and Relationship Management

·        Conduct face-to-face meetings with consultants once a week.

·        Document and follow up on key discussion points and action items from each meeting.

·        Achieve a 100% satisfaction rating from consultants on the quality of interactions and support provided.

Prospect Sourcing and Development

·        Source new prospects through consultants per month.

·        Achieve a conversion rate of 100% from sourced prospects to qualified leads.

·        Increase the prospect pipeline value by 100% each quarter.

Participation in Consultant Seminars

·        Participate in a Maximum no. of seminars per month.

·        Generate new prospects or leads from each seminar attended.

·        Collect feedback from seminar attendees and achieve an average satisfaction score of 100% on seminar content and presentation.

Team Performance and Incentive Achievement

·        Facilitate performance reviews and provide support to ensure that 100% of executives achieve their monthly targets.

·        Monitor and report on the performance metrics of each executive.

Increase in Reference Business

·        Achieve a 100% increase in reference business each month.

·        Develop and execute a referral program to encourage and reward existing clients for referrals.

·        Track and report on referral sources and their contribution to the business growth.