Financial officer

Skills:.

Banking finance, sales, negotiation, Customer Relationship Management (CRM), Communication, leadership Skills,

The role will be similar to that of a loan officer in any bank

Interested students or parents apply on the WeMakeScholars portal, then you will have to call them and evaluate their profile and find out what kind of loan scheme they are eligible for

You will have to make a major decision of which kind of loan scheme they are suitable for as we are partnered with multiple banks and NBFCs each bank will have its own loan scheme

The students will be calling you or you will have to call the students every 3 4 days to get an update on the loan process, in the due course of the time if they have any issue you will have to coordinate with your team leader and make sure that the issues are solved as soon as possible

In some cases, you will have to call up the bank authorities if there is any delay or issue regarding the case

So, from the eligibility till the sanctioning of the loan, it is your responsibility to take care of the entire process.

In short this job consists of 20% Banking Finance, 40% Customer facing operations, 40% Business Development and Sales.

The 20% of Banking Finance will be majorly in the 2 months training phase where you are learning underwriting criteria of different banks.

As soon as you go live on the job, you implement your banking finance knowledge along with sales and business development

Wherein you have to convince the customers i.e students and parents for the best possible loan scheme

This contributes to 40% of the job.

Now the remaining 40% is customer-facing operations where the students will call you for any issues they are facing in the bank

Those issues should be resolved either by you or by your team leader.

Please note that this role has nothing to do with accounts and balance sheets.

Show more Show less