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1.0 - 2.0 years
5 - 6 Lacs
Noida
Work from Office
Walk-in Drive on 22 July (Tuesday) at upGrad- Noida office from 11 AM-2 PM Designation: Associate- Loan Advisor BU: Study Abroad Salary Range : 5LPA- 6LPA Shift Details : 5 days working | 10:30 AM- 7:30 PM | Work from Office Address : upGrad Study Abroad, Plot 3 & 4, Gold Office Campus, 3rd Floor, Tower A, Building-CLUB 125, Sector 125, Noida 201301 (Near AMITY University) Nearest Metro Station- Okhla Bird Sanctuary Metro Station. POC : Saniya Looking candidate with 1-3 years of experiance in loan processing & loan documentations. Key Responsibilities Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms. Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy. File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS. Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates. Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal. Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports. Qualifications Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field. Experience: 1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector. Skills: Excellent verbal and written communication skills in English. Strong interpersonal skills with an ability to build rapport with students and partners. Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips). Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel). Highly organized with strong attention to detail and accuracy. Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Problem-solving attitude and a proactive approach to work.
Posted 2 weeks ago
1.0 - 3.0 years
5 - 6 Lacs
Noida
Work from Office
7:30 pmDesignation- Associate- Loan Advisor BU- upGrad Study Abroad Location- Noida Sec 125- Work from Office Shift- 5 days working & 10:30 am-7:30pm Key Responsibilities Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms. Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy. File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS. Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates. Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal. Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports. Qualifications Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field. Experience: 1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector. Skills: Excellent verbal and written communication skills in English. Strong interpersonal skills with an ability to build rapport with students and partners. Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips). Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel). Highly organized with strong attention to detail and accuracy. Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Problem-solving attitude and a proactive approach to work.
Posted 1 month ago
3.0 - 6.0 years
5 - 5 Lacs
Indore, Ahmedabad
Work from Office
Ensure the target set is achieved. Motivate and monitor the team of sales executives. Endeavor to make Avanse a brand of the first choice within our customer segment in his respective branch. Roles & Responsibilities * Provide guidance to the team on daily, monthly, and quarterly work plans in accordance with the formulated targets. * Actively coordinate and participate in the morning huddle. * Monitor and maintain the sourcing funnel adequately. * Conduct on the job training for the sales executives by going with them for the sales call. * Service the needs of the existing customers whenever required. * Manage and conversion rate of Appointment Login, Login to Sanction & Sanction Disbursement. * Work closely with the collection team to ensure healthy portfolio quality. * Review DSR on a daily basis. * Monitor quality of file and guide team on completeness and quality. * Co ordinate with credit on smooth sanctioning of file. * Consistent visit to important Channel partners. * Actively participate in events, seminars and all other sourcing activities. * Keeping up to date with products and competitors. Deliverables * Achieve Target conversion on Appointment * Login, Login to Sanction & Sanction * Disbursement. * Manage the relationship and source leads as per the defined target. * Target achievement on monthly collection efficiencies across. * Nil customer service issues, High CSAT scores. * Team Training and education of policies and product across his team members. * Manage attrition in the team. Eligibility * Graduation /MBA (Marketing). * At least 3-6 years of relevant sales experience from Education Loan, secured loan and unsecured loan.
Posted 1 month ago
0.0 - 3.0 years
0 - 2 Lacs
Ahmedabad, Surat
Work from Office
Roles and Responsibilities Handle customer queries related to education loans, personal loans, business loans, unsecured loans, professional loans, student loans, abroad loans, individual loans, salaried loans, self-employed loans, BIL (Business Installment Loan), and other financial products. Provide excellent communication skills to resolve customer issues efficiently. Maintain accurate records of customer interactions and transactions. Identify cross-selling opportunities for additional services or products offered by the bank.
Posted 1 month ago
3.0 - 6.0 years
2 - 4 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Ensure the target set is achieved. Motivate and monitor the team of sales executives. Endeavor to make Avanse a brand of the first choice within our customer segment in his respective branch. Roles & Responsibilities * Provide guidance to the team on daily, monthly, and quarterly work plans in accordance with the formulated targets. * Actively coordinate and participate in the morning huddle. * Monitor and maintain the sourcing funnel adequately. * Conduct on the job training for the sales executives by going with them for the sales call. * Service the needs of the existing customers whenever required. * Manage and conversion rate of Appointment Login, Login to Sanction & Sanction Disbursement. * Work closely with the collection team to ensure healthy portfolio quality. * Review DSR on a daily basis. * Monitor quality of file and guide team on completeness and quality. * Co ordinate with credit on smooth sanctioning of file. * Consistent visit to important Channel partners. * Actively participate in events, seminars and all other sourcing activities. * Keeping up to date with products and competitors. Deliverables * Achieve Target conversion on Appointment * Login, Login to Sanction & Sanction * Disbursement. * Manage the relationship and source leads as per the defined target. * Target achievement on monthly collection efficiencies across. * Nil customer service issues, High CSAT scores. * Team Training and education of policies and product across his team members. * Manage attrition in the team. Eligibility * Graduation /MBA (Marketing). * At least 3-6 years of relevant sales experience from Education Loan, secured loan and unsecured loan.
Posted 2 months ago
3.0 - 6.0 years
2 - 4 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Ensure the target set is achieved. Motivate and monitor the team of sales executives. Endeavor to make Avanse a brand of the first choice within our customer segment in his respective branch. Roles & Responsibilities * Provide guidance to the team on daily, monthly, and quarterly work plans in accordance with the formulated targets. * Actively coordinate and participate in the morning huddle. * Monitor and maintain the sourcing funnel adequately. * Conduct on the job training for the sales executives by going with them for the sales call. * Service the needs of the existing customers whenever required. * Manage and conversion rate of Appointment Login, Login to Sanction & Sanction Disbursement. * Work closely with the collection team to ensure healthy portfolio quality. * Review DSR on a daily basis. * Monitor quality of file and guide team on completeness and quality. * Co ordinate with credit on smooth sanctioning of file. * Consistent visit to important Channel partners. * Actively participate in events, seminars and all other sourcing activities. * Keeping up to date with products and competitors. Deliverables * Achieve Target conversion on Appointment * Login, Login to Sanction & Sanction * Disbursement. * Manage the relationship and source leads as per the defined target. * Target achievement on monthly collection efficiencies across. * Nil customer service issues, High CSAT scores. * Team Training and education of policies and product across his team members. * Manage attrition in the team. Eligibility * Graduation /MBA (Marketing). * At least 3-6 years of relevant sales experience from Education Loan, secured loan and unsecured loan.
Posted 2 months ago
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