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Applyboard
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Process Advisor

Process Advisor

Applyboard

8 - 10 years

10 - 12 Lacs

gurugram

Posted:1 month ago| Platform:

Apply

Skills Required

loans data analysis process advisor financial products data privacy customer experience risk management financial services crm recruitment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Application Guidance and Loan Conversion:

Work directly with students and RPs to facilitate the accurate and complete submission of loan applications to designated banking partners.
Engage in conversion optimization activities to ensure fast turnaround times, high login rates, and a high loan sanction rate.
Proactively follow up with students regarding processing fees and adhere to timelines to ensure timely loan disbursement.

Product Knowledge:

Maintain a comprehensive understanding of all products offered by partner banks, including eligibility criteria and suitable options for diverse student profiles.
Stay up to date of industry trends, regulatory changes, and product offerings to provide the most accurate and relevant information to students and RPs.

Customer Experience:

Deliver outstanding customer service to students and recruitment partners by addressing inquiries, resolving issues promptly, and providing support throughout the application process.
Develop and nurture strong relationships with RPs and students to enhance overall satisfaction and encourage repeat business and referrals.

RP Activation Activities:

Collaborate with Regional Sales Manager to provide comprehensive training on ApplyBoard s 360 solutions and product offerings.
Actively promote various product lines and the ApplyBoard 360 Solution, highlighting our unique value propositions and advantages for students.

Reporting and Analysis:

Track and analyze loan application metrics to identify trends, areas for improvement, and opportunities for enhancing the application process.
Prepare regular reports on application specific processing statistics and customer feedback to inform decision-making and strategy development.

Compliance and Risk Management:

Ensure all applications comply with applicable regulations and internal policies to mitigate risk and safeguard the organization s integrity.
Adhere to data privacy laws and maintain confidentiality regarding sensitive student and financial information.

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