At GRADRIGHT INC., I managed CRM workflows, WhatsApp campaigns, and follow-ups across more than 200 leads per month. I also managed a team of five student loan advisors and oversaw daily operations and team performance.
I analyzed funnel data and CRM metrics to identify drop-offs and improve follow-up strategies. I developed tracking and reporting systems for team productivity, lead progression, and operational performance.
At GRADRIGHT INC., I automated repetitive workflows using Excel and Zapier to improve process consistency and reduce manual effort. I also managed student loan applications from initial enquiry through approval, coordinating with students and lenders.
In my current role at AUXILO FINSERVE PRIVATE LIMITED, I manage channel partner relationships supporting business development and education-loan lead generation. I coordinate with partners and internal teams on eligibility, loan structuring, documentation, and application processing.
