Sales Associate - Education Loan (B2C)

Zolve; Bengaluru; On-site; INR 400,000 - 600,000; Full time

Job summary

Zolve is seeking an Education Loan Counsellor in Bengaluru to join their Sales team. You will guide students through the education loan process, from initial consultation to securing financing. The role requires 1-3 years of B2C sales experience, preferably in study-abroad loans, and strong communication and relationship-building skills.

The successful candidate will maintain a sales pipeline, achieve conversion targets, and collaborate with partner banks for loan approvals. A Bachelor’s degree is required.

Qualifications

• 1-3 years of B2C sales experience, preferably in study-abroad loans, fintech, ed-tech, or BFSI.
• Ability to work in a target-driven environment and manage multiple student cases.
• Customer-centric mindset with strong problem-solving attitude.

Responsibilities

• Connect with students to understand their financial requirements for studying abroad.
• Profile students based on loan eligibility and build a loan funnel.
• Educate students about loan options and assist in the application process.
• Collaborate with partner banks to facilitate loan approvals.
• Maintain a strong sales pipeline and achieve conversion targets.
• Provide exceptional customer support for student queries.
• Stay updated on industry trends and loan policies.

Skills

Communication skills

Persuasion skills

Relationship-building skills

Problem-solving attitude

Education

Bachelor’s degree

Tools

CRM tools

Job description

ABOUT ZOLVE

Welcome to the financial frontier of limitless possibilities - welcome to Zolve. We're not just a fintech; we're architects of a financial revolution, crafting a narrative that transcends borders. At Zolve, we believe in rewriting the rules of finance to empower global citizens, nomads, and dreamers to navigate the world without constraints.

Zolve is the world's first cross border neo-bank which helps migrants get access to credit in the new country based on their home country credit score. Zolve’s cross-border capabilities enable global citizens to access financial products such as checking accounts, credit cards, remittances, insurances, and loans seamlessly, helping them to be financially free to pursue their ambitions, without limiting the services to a particular country.

As we continue to grow into multiple geographies, product lines and customer segments, we are seeking a dynamic individual to join us and support our journey.

JOB DESCRIPTION

Role: Education Loan Counsellor (B2C)

Location: Bengaluru

Employment Type: Full-Time

Join our Sales team, as an Education Loan Counsellor working into Education Loans for B2C, you will play a pivotal role in guiding students through the education loan process, from initial consultation to securing financing from our partner banks. If you thrive in a fast-paced, consultative sales environment and have a passion for helping students, we’d love to hear from you!

RESPONSIBILITIES

• Connect with students and understand their financial requirements for studying abroad.
• Profile students based on loan eligibility criteria and build a strong loan funnel.
• Educate students about loan options and assist them in navigating the application process.
• Collaborate with partner banks and financial institutions to facilitate seamless loan approvals.
• Maintain a strong sales pipeline and achieve conversion targets.
• Provide exceptional customer support, addressing student queries and concerns effectively.
• Stay updated on industry trends, loan policies, and financial products.

QUALIFICATIONS

Education: Bachelor’s degree in any field.

Experience: 1–3 years of B2C sales experience, preferably in study-abroad loans, fintech, ed-tech, or BFSI.

Technical Skills:

• Strong communication, persuasion, and relationship-building skills.
• Ability to work in a target-driven environment and manage multiple student cases simultaneously.
• A customer-centric mindset with a problem-solving attitude.
• Proficiency in CRM tools and data management is a plus.