Loan Sales Agent

Loan Counselor

Job Specification:

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  Obtaining customer information and other relevant data.

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  Maintaining the database of the customers on a regular basis.

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  Handling student queries and ability to provide information, verbally, clearly and effectively.

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  Preparing daily reports and MIS student services.

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  Making sales calls fixing up the appointments, passing on the sales leads.

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  Provide comprehensive guidance and counseling to students for studying abroad (speak to students for introduction, service portfolio, warming up and setting up meetings).

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  Assist students in understanding various products, eligibility criteria, and other relevant details.

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  Evaluate the financial needs of students and recommend suitable loan solutions based on their requirements.

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  Communicate effectively with students and their parents/guardians to address queries, concerns and provide personalised advice.

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  Collaborate with financial institutions and banks to facilitate.

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  Maintain accurate records of student interactions, loan applications, and other relevant data.

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  Stay updated on the latest trends and regulations in the education loan industry.

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  Handle telephone inquiries and provide timely assistance to

students and stakeholders.

to [email protected] or can call on 022 40813 487.