Quick overview
Job description
This role is for one of Weekday’s clients
Salary range: Rs 600000 - Rs 1200000 (ie INR 6 - 12 LPA)
Min Experience: 2+ years
Location: Kolkata
JobType: full-time
We are looking for a dynamic and result-oriented Area Sales Manager to manage and grow our Education Loan portfolio in Kolkata. The ideal candidate should have strong experience in sales, business development, and customer acquisition, preferably within the education loan or financial services industry.
The candidate will be responsible for driving education loan business across the assigned territory, developing strategic partnerships with educational institutions, managing sales channels, and ensuring achievement of business targets. This role requires an individual with excellent relationship management, negotiation, and team-handling capabilities, along with a strong understanding of the education loan ecosystem.
Key Responsibilities
Drive sales and business development activities for the Education Loan portfolio across the assigned territory in Kolkata.
Develop and execute effective sales strategies to achieve monthly, quarterly, and annual business targets.
Identify potential customers, generate leads, and convert prospects into successful education loan applications.
Build and maintain strong relationships with educational institutions, universities, colleges, coaching centres, and other relevant stakeholders.
Identify new business opportunities and expand the customer base through direct sales, referrals, and channel partnerships.
Manage and strengthen relationships with existing channel partners, education consultants, and financial intermediaries.
Understand customer requirements and recommend suitable education loan products based on eligibility and financial needs.
Coordinate with credit, operations, and underwriting teams to ensure smooth processing and timely disbursement of loans.
Monitor market trends, competitor activities, and customer preferences to identify opportunities for business growth.
Ensure compliance with internal policies, lending guidelines, documentation requirements, and regulatory standards.
Track sales performance, maintain accurate MIS reports, and provide regular business updates to senior management.
Ensure a positive customer experience throughout the loan application and disbursement journey.
Must-Have Skills
Strong experience in Sales and Business Development.
Hands-on experience in Education Loan Sales and Portfolio Management.
Ability to generate leads, acquire customers, and drive loan disbursements.
Strong understanding of education loan products, processes, and customer requirements.
Excellent relationship management and stakeholder-handling skills.
Strong communication, negotiation, and presentation abilities.
Ability to manage sales targets and deliver consistent business results.
Good knowledge of the Kolkata market and local business ecosystem.
Good-to-Have Skills
Experience working with NBFCs, banks, fintech companies, or financial institutions.
Exposure to channel sales, direct sales, and institutional partnerships.
Experience handling a team of sales executives or relationship managers.
Knowledge of loan documentation, credit assessment, and disbursement processes.
Eligibility Criteria
Experience: 2–8 years in sales, preferably in education loan sales.
Location: Kolkata, West Bengal.
Candidates with experience in banking, NBFCs, fintech, or education financing will be preferred.