Education Loan Relationship Executive

Position

Relationship Executive – Education Loan

Position Purpose (Objective)

The purpose of this role in the Education Loan Sales department is to drive the sales and origination of Education loans. The ultimate goal is to facilitate the acquisition of Education loans, contributing to the organization's growth and revenue target

Role & Responsibilities

·     Generate leads from the open market and through different channels and daily the targets in CRM system

·     Monitor the leads and check for the quality of sourcing and ensure quick conversion of prospects as per the targets.

·     Keeping Track for Case login to case sanction

·     Updating customer for case update and pendency

·     Responsible for daily target achievements

·     Maintain in-depth knowledge of the product, interest rates, terms, and eligibility criteria.

Job Specific skills

·     Target oriented and ready to work on filed

·     Good product knowledge

·     Good communication skills

KRA’s

Application Assistance

·        Assist customers in completing loan applications, ensuring all required documentation is submitted accurately and promptly

·        Document collection

Customer Engagement

·        Manage the end-to-end sales process, from initial customer contact to loan approval and disbursement

·        Interact with potential borrowers through various channels such as phone calls, emails, in-person meetings to understand their home loan requirements and financial situations

Business Acquisition

·        Ensure that all Education loan applications and interactions with customers adhere to regulatory and compliance standards

·        Maintain relationship with partners