
Relationship Manager-Education Loan
5 days ago
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 partner meetings, 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:
- 2–4 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
What We Offer:
- Opportunity to work in a fast-growing education-fintech startup
- Performance-driven incentives and growth roadmap
- Exposure to institute partnerships and student finance ecosystem
- Budget upto 6 lakhs
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