Relationship Manager-Education Loan

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About Kashti Finserv

Kashti Finserv is a digital-first education loan platform and a growing fintech company with an NBFC license, focused on making quality education affordable and accessible for students across India.

Role Overview:

We are looking for a dynamic and driven Relationship Manager/Key Account Manager (KAM) to manage New and existing institute partnerships and drive education loan applications (case logins). The ideal candidate will be responsible for nurturing institutional relationships, enabling on-ground activation, and ensuring end-to-end support for student loan journeys.

Key Responsibilities:

Institute Relationship Management

Own and manage relationships with assigned institutes, colleges, and EdTech partners

Conduct regular partnermeetings, and training sessions

Ensure smooth implementation of Kashti's loan process at partner locations

Sales & Activation

Drive student lead generation and loan application (login) volumes from partner institutes

Ensure all cases are sourced as per credit policy and documentation checklist

Organize student awareness sessions, on-campus events, and counselling drives

Case Tracking & Coordination

Coordinate with internal credit, operations, and disbursement teams to ensure TAT adherence

Track case status: Logged-in, Approved, Rejected, Disbursed

Follow up on pending documents or data from students/institutes

Reporting & Performance

Maintain daily/weekly MIS of case logins and conversions

Meet monthly login and disbursal targets as assigned

Report partner feedback and suggest process improvements

Key Requirements:

24 years of experience in NBFC/Fintech/EdTech in a B2B/B2C field role

Strong communication and relationship-building skills

Experience in handling education loans, institute tie-ups, or DSAs preferred

Result-oriented, target-driven, and comfortable with field activation

Proficiency in MS Excel, CRM tools, and reporting dashboards

Preferred Qualifications:

Bachelor's degree in business, Finance, or related field

Prior experience in loan sales or education financing is a plus