Job Description

Location: Bangalore

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About the Team

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

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

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Executive Team works like Virtual Relationship Managers focusing on helping

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customers complete their disbursal journey through assistance and guided support over

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phone calls.

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About the Role

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

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

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

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that approved customers successfully complete the disbursal journey.

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

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loan offers and convert those leads into successful disbursals

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

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

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3. Trust Building: Establish immediate credibility with customers, representing

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Navi’s commitment to ethical and transparent lending

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

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arise during the digital application process

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

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actionable steps that empower the customer to move forward

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

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define the future of Navi.

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Key Responsibilities

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● Convert approved customers into disbursals through call assistance - guiding

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

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pitching Navi's offering to them accordingly

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

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defined SLAs

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

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completed or closed

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● Explain product terms and digital steps in simple, clear language

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● Collaborate cross-functionally with Product, Tech or Customer Support teams to

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resolve blockers and improve the customer experience

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● Surface insights and feedback on why customers delay or drop off during the

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disbursal process

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Must Haves

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● Education: Graduate in any discipline

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● Experience: 1-3 years of experience in inbound telesales, or customer success,

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or any direct customer facing role; preferably in tech or financial services.

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● Language Skills: Fluency in English and Hindi

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● Communication: Empathetic listening and clear articulation

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● Tech Readiness: Knowledge of CRM tools, dialers, and app-based journeys

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● Customer-First Mindset: Ethical,



detail-oriented, and motivated to deliver a

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high-quality customer experience

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About Navi

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We are on a mission to make finance simple, accessible and affordable for a billion

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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.

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Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India’s

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fastest-growing financial services organisations. But we’re just getting started!

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Our Culture

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At Navi, we’re a place where ambition meets opportunity and ideas turn into impact

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quickly. We empower people with high ownership from the start, encouraging them to

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solve meaningful problems and build with excellence. Teams here work in an

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environment that values speed, collaboration and craftsmanship, while celebrating

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learning, growth and shared wins along the way. Whether you’re shaping the future of

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fintech products or driving innovation behind the scenes, life at Navi means being part

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of a high-energy, talent-driven workplace where your contributions truly make a

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difference.

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We’re guided by our own operating system - The Navi OS - a set of principles that shape

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how we work and win together. You can explore them at navi.com/our-values to see

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what drives us every day.

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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