Associate - Education Loan Support

Buddy4Study Partnership; Uttar Pradesh; On-site; INR 600,000 - 750,000; Full time

Job summary

Buddy4Study is seeking an Education Loan Counsellor to manage the end-to-end student education loan journey—from lead qualification and counselling to application processing, sanction, and disbursement. The role emphasizes strong communication and relationship management to drive conversions while ensuring a transparent experience for students and families.

The candidate will handle lead management, counselling, loan documentation, and coordination with banking partners and internal teams to

Qualifications

• Graduate in any discipline; MBA or relevant postgraduate qualification preferred.
• Experience in education loans, banking, NBFCs, fintech, financial services, student counselling, or inside sales.
• Strong verbal communication, counselling, and customer relationship management skills.
• Experience in lead qualification, follow-ups, customer acquisition, and conversion.

Responsibilities

• Lead Management & Curation: manage leads, qualify, prioritise, follow up, and maintain CRM records.
• Student Counselling & Lead Conversion: counsel on loan products, eligibility, documents, and application procedures; drive conversions.
• Loan Application Processing & Documentation: assist with applications, review documents, ensure timely submission and compliance.
• Loan Sanction & Disbursement Coordination: track lifecycle, coordinate with banks and internal teams, resolve delays.
• CRM, MIS & Performance Reporting: maintain records, prepare MIS reports, monitor metrics and pipeline movement.
• Compliance & Process Excellence: follow policies, ensure confidentiality, adapt to LOS and dashboards.

Skills

Communication skills

Counselling skills

CRM proficiency

Lead qualification

Sales & conversion

Education

Graduate degree

MBA preferred

Tools

CRM platforms

LOS

Dashboards

Digital lending tools

MS Excel

Job description

Location: Noida, Sector 59
Department: Operations Education Loans
Qualification: Graduate in any discipline; MBA preferred
Experience: 15 years of relevant experience

About the Role

Buddy4Study is looking for a proactive, customer-focused, and result-oriented Education Loan Counsellor to manage the end-to-end student education loan journey, from lead qualification and counselling to application processing, loan sanction, and final disbursement.

The ideal candidate will have strong communication and relationship management skills, a sound understanding of loan processing, and the ability to drive conversions while ensuring a smooth and transparent experience for students and their families.

Key Responsibilities

1. Lead Management & Curation

• Manage assigned leads and maintain an organised, updated lead pipeline.
• Qualify and prioritise leads based on eligibility, funding requirements, and conversion potential.
• Identify high-intent applicants and implement effective follow-up strategies.
• Maintain accurate lead records and update applicant status in the CRM system.

2. Student Counselling & Lead Conversion

• Counsel students and co-applicants on education loan products, eligibility criteria, documentation, and application procedures.
• Handle inbound and outbound calls to understand applicant requirements and provide appropriate guidance.
• Address queries, resolve concerns, and manage objections professionally.
• Drive conversions from initial enquiry to completed loan application through timely follow-ups.

3. Loan Application Processing & Documentation

• Assist applicants in completing loan applications and collecting the required documents.
• Review documents for completeness, accuracy, and adherence to lending partner requirements.
• Follow up with applicants for pending documents and ensure timely submission.
• Maintain proper records and ensure compliance with applicable processes and guidelines.

4. Loan Sanction & Disbursement Coordination

• Track applications throughout the loan lifecycle, from submission to sanction and disbursement.
• Coordinate with banking partners and internal credit, underwriting, operations, and finance teams.
• Monitor application progress, identify delays, and proactively resolve process bottlenecks.
• Follow up on sanctioned cases to facilitate timely loan disbursement.

5. CRM, MIS & Performance Reporting

• Maintain updated records of leads, applications, sanctions, conversions, and disbursements.
• Prepare daily, weekly, and monthly MIS reports to track performance and pipeline movement.
• Monitor key metrics, including lead-to-application conversion, sanction rates, and disbursement rates.
• Identify process gaps and recommend improvements to enhance operational efficiency and customer experience.

6. Compliance & Process Excellence

• Follow organisational policies, lending partner guidelines, and applicable compliance requirements.
• Ensure accuracy, confidentiality, and appropriate handling of applicant information.
• Adapt to CRM platforms, Loan Origination Systems (LOS), dashboards, and digital lending tools.
• Escalate operational issues and risks to the reporting manager in a timely manner.

Required Qualifications & Skills

• Graduate in any discipline; MBA or relevant postgraduate qualification preferred.
• Relevant experience in education loans, banking, NBFCs, fintech, financial services, student counselling, or inside sales.
• Strong verbal communication, counselling, and customer relationship management skills.
• Experience in lead qualification, follow-ups, customer acquisition, and conversion.
• Understanding of loan applications, documentation, sanction processes, and disbursement workflows.
• Familiarity with CRM systems, MIS reporting, and MS Excel.
• Strong organisational skills, attention to detail, and the ability to work in a target-driven environment.