Loan Advisor

Job Description

Job Description (Role) Make outbound calls to identify new business opportunities and promote our products and services. Respond to customer inquiries and complaints in a timely and professional manner Resolve customer issues and escalate to the appropriate team if necessary Maintain accurate records of customer interactions and transactions Upsell fintech products and services to customers as appropriate Identifying new business opportunities by cross-selling products like Mutual funds, ETFs. Following the internal sales process by updating all the activities in online system. Comply with all rules and regulations of the company as well as following industry norms. Specific Criteria Required For The Applicants Good understanding of Education Loans / Mutual funds/investment products Good excel skills Good convincing Power & Good Communications skills both verbal and written A Positive and go-getter attitude & strong team culture Graduate with a minimum of one year of relevant experience What You Can Expect In Return ESOPs basis performance Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: communication skills,investment products,loans,education loans,customer service,mutual funds,communications,customer,telecalling,excel skills,sales Show more Show less