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

1. Customer Ownership: Proactively connect with inbound customers who have loan offers and convert those leads into successful disbursals.
2. 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.
3. Trust Building: Establish immediate credibility with customers through ethical, transparent, and professional communication.
4. Problem Solving: Rapidly resolve customer queries or technical hurdles that arise during the digital application process.
5. 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 simple 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: Strong empathetic listening skills and transparent 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)
🏢 SKILLVENTORY
📍 Bengaluru