Website:
edumateglobal.com
Job details:
Job Description:
Company Overview: Edumate Global is a leading education loan aggregator dedicated to simplifying the process of funding international education. We connect students aspiring to study abroad with the best loan options from top banks and financial institutions, providing expert, transparent, and end-to-end guidance. We empower students and parents to make informed financial decisions and turn their global education dreams into reality.
Role Overview:
As a Customer Success Associate you would be responsible for engaging with warm leads (students and parents) interested in education loans. You will act as a trusted financial counsellor, guiding them through the entire loan journey - from initial inquiry to application completion ensuring exceptional customer experience and achieving key conversion goals.
Roles and Responsibilities:
1. Outreach and Counselling
- Make high-volume outbound calls to students and parents who have shown interest in education loans via various channels.
- Clearly and empathetically explaining the process, eligibility and benefits of various education loan products.
- Act as a financial counsellor, advising students and parents on necessary documentation and detailed application steps.
- Handle inbound queries from students and parents, efficiently addressing concerns, clarifying requirements and solving roadblocks.
2. Goal Achievement and Conversion
- Achieve daily/weekly/monthly outreach and conversion targets (loan application submission and sanction).
- Maintain a strong, goal-oriented mindset focused on moving leads successfully through the sales and application funnel.
3. Process Management and Coordination
- Maintain accurate and detailed records of all calls, leads and follow-ups in the Customer Relationship Management (CRM) system.
- Coordinate seamlessly with the Counselling and Operations team to ensure a smooth, end-to-end loan processing experience for the customer.
Qualifications:
- Bachelor's in any stream.
- Minimum of 1+ years of experience in customer support or similar role with an overseas educational company is mandatory.
- Excellent English and Hindi communication skills with an ability to connect with students and parents empathetically and build trust quickly.
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