Sales Manager Education Loan

Weekday AI (YC W21); Lucknow; On-site; INR 2,000,000 - 11,000,000; Full time

Job summary

Weekday AI (YC W21) in Lucknow seeks an Area Sales Manager for education loans to drive sales, expand sourcing channels, and strengthen relationships with education consultants, DSAs, and coaching institutes in Lucknow.

The ideal candidate has frontline sales experience in education loans, strong local market knowledge, and the ability to guide students and families through eligibility, documentation, and disbursement milestones while meeting monthly targets.

Qualifications

• 2+ years of frontline sales experience in education loans or financial services
• Experience with domestic or overseas education loans is preferred
• Solid knowledge of loan products, eligibility criteria, and documentation
• Familiarity with KYC guidelines and financial document verification
• Existing connections with Lucknow-based education DSAs or consultants

Responsibilities

• Identify and onboard overseas education consultants, DSAs, and institutes to generate loan leads
• Achieve monthly targets for applications, sanctions, and disbursements in the assigned territory
• Build relationships with study-abroad consultants and coaching institutes
• Organize loan fairs and student counselling aligned with admission cycles
• Coordinate end-to-end loan processing with Credit and Operations teams
• Guide students and parents on eligibility, repayment terms, and co-borrower requirements
• Follow up to improve application completion, sanction conversion, and disbursement rates
• Ensure compliance with KYC, documentation standards, and regulatory guidelines
• Maintain accurate sales reports, pipelines, and partner performance data
• Collaborate with internal teams to resolve issues and deliver smooth customer experience

Skills

Frontline sales

Education loans

Relationship building

Lead generation

Negotiation

Customer engagement

Pipeline management

Education

Bachelor's degree

Job description

Job Description

This role is for one of the Weekday clients

Salary range: Rs 2000000 - Rs 11000000 (ie INR 2-11 LPA)

Experience: 2+ yrs

Location: lucknow, Uttar Pradesh, India

We are looking for a results-drivenArea 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.

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 experiencein frontline sales, preferably in education loans, financial services, banking, NBFCs, or education fintech.
• Prior experience handlingdomestic or overseas education loansis 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.
• Agraduate degree in any discipline is required.
• Ability to work effectively in a target-driven environment and develop business across the assigned territory.