Relationship Manager

Age should be less than 35 years

Job Summary

We are seeking a proactive and customer-focused Relationship Executive to manage and grow our education loan portfolio. The ideal candidate will have hands-on experience in education loan operations, customer relationship management, and coordination with educational institutions and loan partners. The role involves guiding students and parents through the loan process and ensuring a smooth, transparent, and customer-friendly experience.

Key Responsibilities1. Customer Engagement & Relationship Management

• Serve as the primary point of contact for students, parents, and partner institutions regarding education loan inquiries.
• Understand customer financial needs and recommend appropriate education loan products.
• Build and maintain strong customer relationships to enhance satisfaction and repeat business.

2. Loan Processing & Coordination

• Assist customers throughout the entire loan application process—from documentation to disbursement.
• Verify and collect required documents and ensure compliance with internal and regulatory policies.
• Coordinate with internal credit, operations, and verification teams to ensure timely loan approvals.
• Liaise with financial partners, banks, and NBFCs to track application status and resolve queries.

3. Business Development & Outreach

• Identify and approach potential students, educational institutions, consultants, and partners to generate leads.
• Participate in education fairs, seminars, and outreach events to promote education loan offerings.
• Achieve assigned sales and loan disbursement targets.

4. Post-Disbursement Support

• Ensure timely communication with customers regarding repayment schedules, interest rates, and loan terms.
• Address customer grievances and ensure prompt resolution.
• Maintain long-term relationships to support cross-selling opportunities.

Required Skills & Qualifications

• Bachelor’s degree in Commerce, Business Administration, Finance, or a related field.
• 1–5 years of experience in education loan processing, sales, or customer relationship roles (mandatory).
• Strong knowledge of education loan products, documentation, underwriting norms, and financial procedures.
• Excellent communication and interpersonal skills.
• Ability to manage high volumes of customer interactions with accuracy and professionalism.
• Proficiency in MS Office and CRM tools.
• Strong problem-solving and negotiation skills.

Preferred Attributes

• Experience working in a fintech, NBFC, bank.
• Customer-centric mindset with patience and empathy.
• Ability to work both independently and collaboratively in a fast-paced environment.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹55,000.00 per month

Benefits:

• Cell phone reimbursement

Experience:

• total work: 1 year (Required)

Work Location: In person