Financial Sales Advisor
About the Role
Key Responsibilities: Key Responsibilities:
1. Acquire in-depth knowledge of underwriting guidelines and credit policies of partner banks such as SBI, Bank of Baroda, ICICI Bank, Axis Bank, HDFC Bank, and other financial institutions.
2. Assess and screen education loan applications to determine eligibility, ensuring compliance with respective bank requirements.
3. Guide students on documentation requirements, application procedures, and loan terms to facilitate accurate and complete submissions.
4. Coordinate closely with bank officials to ensure smooth processing, timely follow-ups, and faster loan approvals.
5. Address and resolve student queries related to eligibility, documentation, interest rates, repayment structure, and application status.
6. Manage the complete loan journey, from initial eligibility evaluation through documentation, processing, and final loan sanction.
Skills Required
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