01Overview
Roles and Responsibilities :
- Identify potential clients for educational loans and school loans, including students, parents, and institutions.
- Conduct meetings with clients to understand their financial needs and provide guidance on loan options.
- Process loan applications from start to finish, ensuring timely disbursement of funds.
- Maintain accurate records of client interactions, transactions, and follow-ups.
Job Requirements :
- 0-10 years of experience in institutional sales or educational sales.
- Solid understanding of education loan products (e.g. student loans) and school loans.
- Excellent communication skills for effective client interaction.
- Ability to work independently with minimal supervision.
