Education loan

Ksquare Info Learning And Development Solutions Pv T Ltd; Hyderabad; On-site; INR 350,000 - 600,000; Full time

Job summary

Ksquare Info Learning And Development Solutions Pvt Ltd in Hyderabad seeks a target-focused sales professional with a background in banking and loans to handle education and personal loan enquiries and drive lead generation.

You will assess customer needs, explain loan options, guide through eligibility, documentation, and application steps, and coordinate with banks to ensure smooth disbursal. Strong communication and negotiation skills are essential.

Qualifications

• Graduate in any discipline with relevant sales/financial services experience.
• Strong communication and negotiation skills.
• Ability to generate and convert leads and meet targets.
• Good interpersonal skills and customer-centric approach.

Responsibilities

• Handle customer enquiries and generate leads for Education Loans and Personal Loans.
• Understand customer financial requirements and recommend suitable loan products based on eligibility and needs.
• Explain loan features, eligibility criteria, interest rates, documentation requirements, and application procedures.
• Collect, verify, and process customer documents accurately for loan applications.
• Coordinate with banks and NBFCs throughout the approval, sanction, and disbursement process.
• Follow up regularly with customers and financial institutions to ensure timely application processing.
• Maintain strong customer relationships and provide timely support throughout the loan journey.
• Achieve assigned sales and business targets while maintaining high standards of customer service.
• Maintain accurate records of leads, applications, follow-ups, and loan status.

Skills

Lead generation

Sales targets

Communication

Relationship management

Negotiation

Job description

Role & responsibilities

Handle customer enquiries and generate leads for Education Loans and Personal Loans.

Understand customer financial requirements and recommend suitable loan products based on eligibility and needs.

Explain loan features, eligibility criteria, interest rates, documentation requirements, and application procedures.

Collect, verify, and process customer documents accurately for loan applications.

Coordinate with banks and NBFCs throughout the approval, sanction, and disbursement process.

Follow up regularly with customers and financial institutions to ensure timely application processing.

Maintain strong customer relationships and provide timely support throughout the loan journey.

Achieve assigned sales and business targets while maintaining high standards of customer service.

Maintain accurate records of leads, applications, follow-ups, and loan status.

Preferred candidate profile

• Graduate in any discipline with 12 years of experience in sales, banking, financial services, loans, or a related field.
• Good communication, customer-handling, negotiation, and relationship-management skills.
• Basic understanding of loan products, eligibility criteria, documentation, and application processes.
• Proven ability to generate leads, convert prospects, and achieve sales targets.
• Self-motivated, proactive, and target-oriented with strong follow-up and coordination skills.
• Good interpersonal skills with a customer-first approach.
• Ability to work independently as well as collaboratively with banks, NBFCs, and internal teams.