Location: Bangalore

About the Team

The Personal Loans team at Navi helps customers access quick, paperless, and fully

digital personal loans - in a simple, fast, and transparent way. The Customer Success

Executive Team works like Virtual Relationship Managers focusing on helping

customers complete their disbursal journey through assistance and guided support over

phone calls.

About the Role

Your focus will be on delivering a seamless, high-quality customer experience by

providing tele-assistance in the loan disbursal journey. As the front line of Navi’s digital

lending experience, you will act as a brand ambassador for the company who ensures

that approved customers successfully complete the disbursal journey.

1. Customer Ownership: Proactively connect with inbound customers who have

loan offers and convert those leads into successful disbursals

2. Journey Assistance: Helping customers navigate digital journey like KYC, bank

mandates etc. to prevent drop-offs and contribute directly to business growth

3. Trust Building: Establish immediate credibility with customers,



representing

Navi’s commitment to ethical and transparent lending

4. Problem Solving: Rapidly resolve any customer queries or technical hurdles that

arise during the digital application process

5. Customer Advocacy: Simplify complex financial terms and processes into explicit,

actionable steps that empower the customer to move forward

Here, your voice and ideas matter. Your work makes an impact. Together you will help us

define the future of Navi.

Key Responsibilities

● Convert approved customers into disbursals through call assistance - guiding

them through the digital steps on the app, understanding their needs and

pitching Navi's offering to them accordingly

● Respond quickly to call-back requests and ensure all leads are handled within

defined SLAs

● Log, update, and follow up with customers in the CRM until the journey is

completed or closed

● Explain product terms and

📌 Personal Loan Customer Journey Specialist (Bengaluru)
🏢 Navi
📍 Bengaluru