Customer Success Manager

4 days ago

Mumbai, Maharashtra, India Edumate Global Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Position Overview

The
Assistant Manager / Manager - Customer Success
will act as a trusted advisor to students and parents, guiding them through the entire education loan process from initial inquiry to final disbursement and beyond. This role is crucial for building strong relationships, ensuring customer satisfaction, and maintaining a high level of operational efficiency. The ideal candidate will be a compassionate, detail-oriented professional with a strong understanding of financial services and a commitment to a customer-first mindset.

Responsibilities

  • End-to-End Advisory: Act as a trusted advisor to students and parents, helping them navigate the education loan process from start to finish.

  • Personalized Counseling: Provide personalized counseling on various loan products, eligibility criteria, required documentation, and repayment structures.

  • Lead Management: Follow up on potential leads and actively work to convert them into successful loan applications.

  • Partner Liaison: Liaise with banks, NBFCs, and other lending partners to ensure timely approvals, disbursements, and swift resolution of any issues.

  • Application Monitoring: Proactively monitor the progress of applications and provide regular, timely updates to students and parents at every stage.

  • Post-Disbursement Support: Conduct post-disbursement follow-ups to address any queries, repayment concerns, or refinancing opportunities.

  • Customer Satisfaction: Maintain high customer satisfaction scores by addressing escalations promptly and empathetically.

  • Reporting and Administration: Maintain and share Business MIS reports and coordinate the receiving and making of payments for the business executed.

Requirements

  • Education: Bachelor's degree in Business, Finance, or a related field.
  • Experience: 2–6 years of experience in a customer success, relationship management, or financial services counseling role.
  • Knowledge: Strong knowledge of education loans, financial documentation, or study abroad processes is highly desirable.
  • Skills: Excellent interpersonal, problem-solving, and communication skills, with the ability to manage multiple student cases simultaneously and with high attention to detail.
  • Mindset: A strong customer-first mindset with empathy for students and families making critical financial decisions.

Benefits

  • Competitive salary commensurate with experience.
  • Professional development opportunities.
  • Dynamic and inclusive work culture with opportunities for growth and advancement.

Join us at Edumate Global and be part of a team that is shaping the future of education through student loans. Together, we can make a meaningful impact on the lives of learners around the world. Apply now to embark on an exciting journey with us

To know more about SEED, visit our website & social media handles

Website –

Edumate Global Instagram – Edumate Global (@edumateglobal)

CONTACT INFORMATION

BHAVNA MANCHANDA SEED Global Education

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