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Education Loan Relationship Manager

SBICAP Securities

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Pune, Jaipur, Mumbai, All AreasFinancial ServicesCybersecurityFintechEdTech
Relationship ManagementFinancial ServicesLoan ProcessingCustomer ServiceSalesCommunicationFinancial PlanningClient Acquisition

Education Loan Relationship Manager

This role involves building and maintaining strong relationships with clients seeking education loan solutions. The Relationship Manager will be responsible for understanding client needs, providing tailored financial advice, and ensuring a seamless loan application process. The ideal candidate will possess excellent communication and interpersonal skills, along with a strong understanding of financial products and services.

Key Responsibilities:

  • Client Acquisition: Identify and acquire new clients seeking education loans.
  • Relationship Management: Build and maintain strong, long-lasting relationships with existing clients.
  • Financial Needs Assessment: Understand client financial situations and provide appropriate loan solutions.
  • Loan Application Processing: Guide clients through the loan application process, ensuring accuracy and completeness.
  • Customer Service: Provide exceptional customer service and address client inquiries and concerns.
  • Compliance: Adhere to all regulatory and compliance guidelines.

Requirements/Qualifications:

  • Experience: 2 to 6 years of experience in a relevant field, such as banking, finance, or sales.
  • Communication Skills: Excellent verbal and written communication skills.
  • Interpersonal Skills: Ability to build rapport and maintain strong relationships.
  • Financial Knowledge: Understanding of financial products and services, particularly education loans.
  • Problem-Solving Skills: Ability to identify and resolve client issues effectively.
  • Education: Bachelor's degree in a related field.

About the Company:

SBICAP Securities is a leading financial services provider focused on delivering a wide range of investment and financial solutions. The company is dedicated to helping individuals and institutions achieve their financial goals through expert advice and innovative products.

AI enhanced job description

Source: Hudson SignalsRecruiter: Rekroot
Posted: 11/6/2026
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