Job Description Location: Bangalore
n About the Team
n The Personal Loans team at Navi helps customers access quick, paperless, and fully
n digital personal loans - in a simple, fast, and transparent way. The Customer Success
n Executive Team works like Virtual Relationship Managers focusing on helping
n customers complete their disbursal journey through assistance and guided support over
n phone calls.
n About the Role
n Your focus will be on delivering a seamless, high-quality customer experience by
n providing tele-assistance in the loan disbursal journey. As the front line of Navi's digital
n lending experience, you will act as a brand ambassador for the company who ensures
n that approved customers successfully complete the disbursal journey.
n 1. Customer Ownership: Proactively connect with inbound customers who have
n loan offers and convert those leads into successful disbursals
n 2. Journey Assistance: Helping customers navigate digital journey like KYC, bank
n mandates etc. to prevent drop-offs and contribute directly to business growth
n 3. Trust Building: Establish immediate credibility with customers, representing
n Navi's commitment to ethical and transparent lending
n 4. Problem Solving: Rapidly resolve any customer queries or technical hurdles that
n arise during the digital application process
n 5. Customer Advocacy: Simplify complex financial terms and processes into clear,
n actionable steps that empower the customer to move forward
n Here, your voice and ideas matter. Your work makes an impact. Together you will help us
n define the future of Navi.




n Key Responsibilities
n ● Convert approved customers into disbursals through call assistance - guiding
n them through the digital steps on the app, understanding their needs and
n pitching Navi's offering to them accordingly
n ● Respond quickly to call-back requests and ensure all leads are handled within
n defined SLAs
n ● Log, update, and follow up with customers in the CRM until the journey is
n completed or closed
n ● Explain product terms and digital steps in straightforward, clear language
n ● Collaborate cross-functionally with Product, Tech or Customer Support teams to
n resolve blockers and improve the customer experience
n ● Surface insights and feedback on why customers delay or drop off during the
n disbursal process
n Must Haves
n ● Education: Graduate in any discipline
n ● Experience: 1-3 years of experience in inbound telesales, or customer success,
n or any direct customer facing role; preferably in tech or financial services.
n ● Language Skills: Fluency in English and Hindi
n ● Communication: Empathetic listening and clear articulation
n ● Tech Readiness: Knowledge of CRM tools, dialers, and app-based journeys




n ● Customer-First Mindset: Ethical, detail-oriented, and motivated to deliver a
n high-quality customer experience
n About Navi
n We are on a mission to make finance simple, accessible and affordable for a billion
n Indians. Guided by a strong customer-first approach, we are building tech-first solutions that work at scale. Our offerings include a range of financial products and services across Loans, Insurance, Mutual Funds, Digital Gold and UPI.
n Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India's
n fastest-growing financial services organisations. But we're just getting started!
n Our Culture
n At Navi, we're a place where ambition meets opportunity and ideas turn into impact
n quickly. We empower people with high ownership from the start, encouraging them to
n solve meaningful problems and build with excellence. Teams here work in an
n environment that values speed, collaboration and craftsmanship, while celebrating
n learning, growth and shared wins along the way. Whether you're shaping the future of
n fintech products or driving innovation behind the scenes, life at Navi means being part
n of a high-energy, talent-driven workplace where your contributions truly make a
n difference.
n We're guided by our own operating system - The Navi OS - a set of principles that shape
n how we work and win together. You can explore /our-values to see
n what drives us every day.
n If this feels like you, Navi is the place to grow, thrive and make a real impact.

📌 Customer Success Executive - Personal Loan (Bengaluru)
🏢 Navi
📍 Bengaluru