Regional Manager Education Loan

Weekday AI (YC W21); Mumbai; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Weekday AI, a Weekday client, Mumbai-based Regional Manager – Education Loans, will lead regional sales execution, customer acquisition, and portfolio health across the education loan business in Mumbai.

You will guide sales teams, manage partnerships with institutions and consultants, oversee application data, ensure compliance, and monitor early delinquency while driving growth and an excellent customer experience.

Qualifications

• 8+ years in sales, relationship management or business development in lending or financial services.
• Experience leading regional or multi-location sales teams, targets, and channels.
• Knowledge of education loan products, counselling, documentation, and fulfilment.
• Proficiency in sales funnels, conversion metrics, and reporting.

Responsibilities

• Lead regional education loan sales, acquire customers, and drive growth per targets.
• Generate and manage leads via institutions, consultants, referrals and channels.
• Counsel students on courses, funding, repayment, and required documentation.
• Oversee data capture, consent, attribution, and record-keeping in systems.
• Ensure timely collection and validation of admissions, KYC, income, banking docs.
• Coordinate with Credit, Underwriting, Operations, Verification, and partners to progress apps.

Skills

Sales leadership

Relationship management

Channel management

Negotiation

Communication skills

Stakeholder management

Team leadership

Analytical skills

Education

Postgraduate qualification (MBA preferred)

Tools

CRM

LOS

MIS reporting

Excel

Presentation tools

Job description

Job Description:

This role is for one of the Weekdays clients

Salary range: Rs 1500000 - Rs 3000000 (ie INR 15-30 LPA)

Experience: 8+ yrs

Location: Mumbai, Maharashtra, India

We are looking for an experienced and results-driven Regional Manager – Education Loans to lead regional sales execution, customer acquisition, and portfolio quality across the education loan business. The ideal candidate will bring strong sales leadership experience in lending or financial services, with the ability to drive business growth while maintaining compliance, customer satisfaction, and portfolio health.

This role requires a balance of commercial focus, disciplined sales funnel management, customer relationship development, and early-delinquency monitoring. The successful candidate will be responsible for strengthening regional performance, building effective partner networks, and ensuring smooth coordination across sales, credit, risk, operations, and collections teams.

Key Responsibilities

• Lead regional education loan sales, customer acquisition, and business development in line with approved targets and growth strategies.
• Generate and manage leads through direct sales, educational institutions, consultants, referral partners, and other approved channels.
• Counsel students and co-applicants on course and institution eligibility, funding requirements, repayment structures, and documentation.
• Oversee application data capture, customer consent, source attribution, and accurate record-keeping in approved systems.
• Ensure the timely collection and validation of admission, academic, KYC, income, banking, and collateral documents.
• Coordinate with Credit, Underwriting, Operations, Verification, and partner teams to resolve queries and progress applications within agreed service levels.
• Monitor the lead-to-login, login-to-sanction, and sanction-to-disbursement funnel, analyse conversion gaps, and implement corrective actions.
• Communicate sanction terms, conditions, and pending requirements clearly and accurately to customers.
• Monitor regional portfolio quality, including X-bucket performance, early delinquency, and location- and channel-level risk trends.
• Coordinate with Collections, Credit, Risk, and Operations teams on pre-due, pre-bounce, and overdue follow-ups in accordance with approved conduct standards.
• Identify potential fraud indicators, unsuitable sourcing patterns, and emerging portfolio risks, escalating concerns through established channels.
• Establish regional sales priorities, review operating performance, allocate resources, and strengthen team capabilities.
• Maintain compliance with lending policies, customer confidentiality requirements, approved communication standards, and audit processes.
• Prepare regional MIS, performance reports, and action plans for senior management.
• Drive process improvements and channel initiatives that enhance sales productivity, turnaround time, customer experience, and portfolio health.

What Makes You a Great Fit

• 8+ years of experience in sales, relationship management, or business development within lending or financial services.
• Proven experience managing regional or multi-location sales teams, business targets, and distribution channels.
• Strong understanding of education loan products, student counselling, loan fulfilment, and customer documentation requirements.
• Experience managing sales funnels, conversion metrics, disbursement targets, and performance reporting.
• Working knowledge of portfolio quality indicators, early-delinquency monitoring, repayment follow-ups, and X-bucket management.
• Ability to identify regional and channel-level performance trends and coordinate corrective actions with Credit, Risk, and Collections teams.
• Familiarity with CRM and Loan Origination Systems (LOS), MIS reporting, Excel, and presentation tools.
• Strong understanding of KYC requirements, fraud awareness, compliance standards, and responsible customer conduct.
• Excellent communication, negotiation, stakeholder-management, and team leadership skills.
• Strong analytical and problem-solving abilities, with a disciplined approach to execution and follow-up.
• Ability to balance sales growth, customer experience, turnaround time, and portfolio quality.
• High standards of integrity, accountability, customer confidentiality, and professional judgement.
• A postgraduate qualification or equivalent is preferred.