Role: Finance Ops Supporter (FOS)

Industry: Fintech / NBFC

Function: Sales, Centre Operations & Business Development

Education: Graduate (Any Stream)

Experience: Minimum 1 year in Finance/Fintech/Education Loans/Field Sales

Location: Vidyapeeth/Pathshala Centres (State-wise Deployment)

Compensation: Competitive Salary + Monthly Incentives

Key Responsibilities

Drive the sales and penetration of education loan products at assigned Vidyapeeth/Pathshala centres.
Work closely with centre heads, counsellors, and admission teams to promote student adoption of the loan offerings.
Assist students and parents throughout the education loan application, documentation, and approval process.
Build strong relationships with centre teams to ensure a collaborative approach to loan adoption.
Maintain daily activity records, track cases, and share progress updates with regional and central FinZ teams.
Address student/parent queries promptly to deliver excellent customer experience.
Coordinate with Credit, Ops, and Risk teams to ensure smooth processing and timely disbursement.
Conduct floor-level engagements, counselling sessions, and product awareness meetings within the centre.
Ensure full compliance with NBFC regulatory norms and internal FinZ policies.
Identify bottlenecks on the ground and recommend practical solutions to improve loan adoption.
Achieve monthly and quarterly loan onboarding and conversion targets.

Key Competencies

Local Language Proficiency Ability to communicate fluently as required by the deployment state (e.g., Telugu for Andhra Pradesh and Telangana).
Sales Orientation Strong ability to influence and convert leads into loan applications.
Centre Relationship Management Skilled in working with academic counsellors, coordinators, and leadership.
Customer Handling Skills Ability to address concerns of students and parents with clarity and patience.
Product Knowledge Understanding of education loan products, documentation, and eligibility.
Regulatory Awareness Basic knowledge of NBFC/banking compliance processes.
Communication & Negotiation Strong verbal communication, negotiation, and presentation skills.
Operational Discipline Ability to manage documentation, follow SOPs, and provide accurate reporting.
Problem-Solving Quick thinking to handle operational challenges and ensure resolution.

Fintech/EduTech Understanding Awareness of student financing and admissions ecosystem is a plus.

Finance Operations