We are looking for a detail-oriented and customer-focused Customer Service Representative to join our financial services team. The primary responsibility of this role is to assist potential clients via phone and online channels by pre-qualifying them for loans. You will play a key role in guiding applicants through the process and ensuring a seamless customer experience.

Key Responsibilities:

Customer Engagement

● Manage high-volume inbound and outbound calls in a qualified and courteous manner.

● Educate potential customers on loan products, eligibility, and the application process.

● Build strong rapport and trust with customers.

Loan Pre-qualification:

● Collect and verify applicant information (e.g., income, employment status).

● Use internal systems to assess preliminary eligibility.

● Communicate pre-qualification results and next steps clearly.

Compliance and Documentation:

● Follow all company policies and regulatory guidelines.

● Maintain confidentiality of customer data.

● Log all interactions and updates accurately in the CRM system.

Support and Escalation:

● Address queries related to loan terms and repayment options.





● Escalate or transfer customers to the relevant departments when required.

Performance Goals:

● Meet or exceed KPIs related to call volume, qualification rates, and customer satisfaction.

Requirements

Education:

● High school diploma or equivalent required.

● Degree in Finance, Business, or related field is a plus.

Skills and Competencies:

● Excellent verbal and written communication skills.

● Solid interpersonal and customer-handling skills.

● Basic understanding of financial services and loan concepts.

● Proficiency in CRM tools and MS Office applications.

Experience:

● 1-4 years of experience in BPO, customer service, or a financial services environment.

● Prior experience with U.S.-based customers is a plus.

Additional Requirements:

● Detail-oriented and organized.

● Comfortable working in a fast-paced, high-volume setting.

● Flexibility to work evening shifts and occasional weekends.

Benefits

Competitive salary (25,000-35,000) and performance-based incentives.

● On-the-job training and continuous learning opportunities.

● Opportunity to grow within the financial services domain.

📌 Customer Service Representative - US voice process (Bengaluru)
🏢 KAWEN MANPOWER
📍 Bengaluru