Customer Success Executive - Personal Loan

Location: Bangalore

About the Role -

Your focus will be on delivering a seamless, high-quality customer experience by providing tele-assistance throughout the loan disbursal journey. As the front line of the digital lending experience, you will act as a brand ambassador for the organization and ensure that approved customers successfully complete the disbursal journey.

Key Focus Areas
Customer Ownership: Proactively connect with inbound customers who have loan offers and convert those leads into successful disbursals.
Journey Assistance: Help customers navigate digital processes such as KYC, bank mandates, and other application steps to prevent drop-offs and contribute directly to business growth.
Trust Building: Establish immediate credibility with customers through ethical, transparent, and qualified communication.
Problem Solving: Rapidly resolve customer queries or technical hurdles that arise during the digital application process.
Customer Advocacy: Simplify complex financial terms and processes into clear, actionable steps that empower customers to move forward.

Key Responsibilities
Convert approved customers into successful disbursals through call assistance and guidance on digital application steps.




Understand customer requirements and pitch the loan offering appropriately.
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, loan processes, and digital steps in straightforward and clear language.
Collaborate cross-functionally with Product, Technology, and Customer Support teams to resolve customer blockers.
Identify and communicate insights regarding why customers delay or drop off during the disbursal process.
Maintain a high standard of customer experience while achieving defined conversion and productivity targets.

Must-Have Requirements
Education: Graduate in any discipline.
Experience: 13 years in inbound telesales, customer success, or any direct customer-facing role, preferably in technology or financial services.
Language Skills: Fluency in English and Hindi.
Communication: Robust empathetic listening skills and clear articulation.
Tech Readiness: Knowledge of CRM tools, dialers, and app-based customer journeys.
Customer-First Mindset: Ethical, detail-oriented, and motivated to deliver a high-quality customer experience.

📌 Walk In Customer Success Executive Bengaluru (India)
🏢 SKILLVENTORY
📍 India