Financial Advisor

Identify and develop strategic
relationships with potential students who
would require a loan
Develop a strong pipeline of new students
through direct or indirect customer contact
and prospecting
Place outbound calls, send letters, and
emails to contact delinquent borrowers
and advise them of their repayment
responsibility and options
Receive phone calls from students,
answering their questions regarding their
loan queries and repayment options
Analysing the financial status of a
borrower.
Monitor and analyse the steady pipeline
to review performance & optimise
accordingly to ensure that the objectives
are being met
Maintain strong follow-ups and regular
feedback calls
Create lead engagement plans and
strategy
Research the details pertaining to each
offering and add onto it on a timely basis
Ensure efficient and effective lead
utilisation with consistent follow-ups, low
Turn-Around-Time and increased
connectivity with multiple attempts
Build cross-discipline relationships in the
organisation, partnering closely with the
growth and marketing team, providing
feedback and insight

Skills: