Sales Manager Education Loan

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: - ( - )

Experience: 2+ yrs

Location: lucknow, Uttar Pradesh, India

We are looking for a results-driven Area Sales Manager - Education Loans to drive education loan sales, expand sourcing channels, and strengthen relationships with education consultants, Direct Selling Agents (DSAs), and test preparation institutes in Lucknow.

The ideal candidate will have frontline sales experience in education loans, preferably within a bank, NBFC, or education-focused fintech platform. This role requires strong local market knowledge, relationship-building capabilities, and a clear understanding of domestic and overseas education financing.

Requirements

Key Responsibilities

• Channel Sourcing and Partnerships: Identify, onboard, and manage overseas education consultants, DSAs, and test preparation or coaching institutes to generate education loan leads.
• Sales and Target Achievement: Achieve monthly targets for education loan applications, sanctions, and disbursements across the assigned territory.
• Market Development: Build and strengthen relationships with local education consultants, study-abroad advisors, and other relevant sourcing partners.
• Campus and Event Activation: Organize loan fairs, spot-assessment drives, student counselling sessions, and promotional activities aligned with university admission cycles.
• End-to-End Loan Processing: Collect application documents, verify KYC and financial information, and coordinate with Credit and Operations teams to facilitate timely loan processing.
• Customer Relationship Management: Guide students and parents through loan eligibility, repayment terms, co-borrower requirements, and disbursement milestones for tuition fees and living expenses.
• Application Conversion: Follow up with prospective customers and sourcing partners to improve application completion, sanction conversion, and disbursement rates.
• Credit and Compliance: Ensure adherence to credit policies, KYC requirements, documentation standards, and applicable regulatory guidelines.
• Market Intelligence: Monitor competitor offerings, customer preferences, and local market trends to identify new business opportunities.
• Performance Tracking: Maintain accurate sales reports, lead records, partner performance data, and pipeline updates.
• Cross-Functional Coordination: Work with internal teams to resolve application issues, minimize processing delays, and deliver a positive customer experience.
• Relationship Expansion: Identify new business opportunities and develop a sustainable sourcing network to support long-term growth.

What Makes You a Great Fit

• 2+ years of experience in frontline sales, preferably in education loans, financial services, banking, NBFCs, or education fintech.
• Prior experience handling domestic or overseas education loans is strongly preferred.
• Strong understanding of education loan products, eligibility criteria, documentation, and application processes.
• Knowledge of student visa-related loan requirements, co-borrower credit assessment, and secured and unsecured lending norms.
• Familiarity with KYC guidelines, financial document verification, and credit assessment processes.
• Established connections with local study-abroad consultants, education DSAs, coaching centres, or test preparation institutes in Lucknow.
• Proven ability to generate leads, build sourcing partnerships, and achieve sales targets.
• Strong relationship management, negotiation, and customer engagement skills.
• Ability to guide students and parents through the education financing process with clarity and professionalism.
• Strong coordination and follow-up skills to manage multiple applications and meet turnaround-time expectations.
• Good understanding of sales reporting, pipeline tracking, and performance monitoring.
• High level of ownership, integrity, and attention to detail, with a commitment to compliance and customer satisfaction.
• A graduate degree in any discipline is required.
• Ability to work effectively in a target-driven environment and develop business across the assigned territory.