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Process Advisor Job in Gurgaon at ApplyBoard

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Process Advisor

ApplyBoard

  Full Time Job

  Not Disclosed

  0-2 years

  Posted  18 days ago

Location
  • Gurgaon
Skills Required
  • Process Management
  • Negotiation Skills
  • Communication Skills
  • Interpersonal Skills
About this Job

Apply Board is hiring for the role of Process Advisor!

Responsibilities of the Candidate:

  • Work directly with students and RPs to facilitate the accurate and complete submission of loan applications to designated banking partners.
  • Engage in conversion optimization activities to ensure fast turnaround times, high login rates, and a high loan sanction rate.
  • Proactively follow up with students regarding processing fees and adhere to timelines to ensure timely loan disbursement.
  • Maintain a comprehensive understanding of all products offered by partner banks, including eligibility criteria and suitable options for diverse student profiles.
  • Stay up to date of industry trends, regulatory changes, and product offerings to provide the most accurate and relevant information to students and RPs.
  • Deliver outstanding customer service to students and recruitment partners by addressing inquiries, resolving issues promptly, and providing support throughout the application process.
  • Develop and nurture strong relationships with RPs and students to enhance overall satisfaction and encourage repeat business and referrals.
  • Collaborate with Regional Sales Manager to provide comprehensive training on ApplyBoard’s 360 solutions and product offerings.
  • Actively promote various product lines and the ApplyBoard 360 Solution, highlighting our unique value propositions and advantages for students.
  • Track and analyze loan application metrics to identify trends, areas for improvement, and opportunities for enhancing the application process.
  • Prepare regular reports on application specific processing statistics and customer feedback to inform decision-making and strategy development.
  • Ensure all applications comply with applicable regulations and internal policies to mitigate risk and safeguard the organization’s integrity.
  • Adhere to data privacy laws and maintain confidentiality regarding sensitive student and financial information.
Requirements:
  • Bachelor’s degree in Finance, Business Administration, or a related field is preferred.
  • Previous experience in loan advising, financial services, or a related area is an asset.
  • Strong understanding of financial products, especially student loans and educational financing.
  • Exceptional communication, negotiation, and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively, maintaining attention to detail.
  • Proficiency in relevant software applications and CRM tools; data analysis skills are a plus.
Eligible Degrees
MBA / All Courses
Bachelor of Technology/Engineering / All Courses
Master of Technology / All Courses
Bachelor of Arts / All Courses
Bachelor of Science / All Courses

+96 More

Who can apply
Work Experience: 0-2 years
Eligible Graduation Years: 2026, 2025, 2024, 2023
Documents Required

1. Resume

2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)

About ApplyBoard
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