Client Servicing (US Voice Process)
Biz2X · Noida · onsite · Posted 23d ago
About a minute. You'll make an account on the way through.
About this role
We are looking for professional, high-energy individuals to act as the primary bridge between our organization and our US-based clients. As a Client Servicing Executive, you won't just be answering calls; you will be managing professional relationships, ensuring service delivery excellence, and maintaining the long-term health of our client accounts.
Key Responsibilities:
- Lending Verification: Conduct professional outreach to verify client-provided documents regarding existing or previous loans from other financial institutions.
- Property & Lease Validation: Perform landlord verifications to confirm business premises, lease validity, and residency status.
- Merchant Client Interfacing: Engage with the clients of our merchants to perform background checks and service-level audits.
- Risk Identification: Scrutinize information for inconsistencies and report any potential "red flags" to the management team. Relationship Management: Maintain a professional, consultative tone during all voice interactions to uphold the companys brand image in the US market.
Requirements:
- Education: Bachelor's degree.
- Experience: 1 to 5 Years
- Communication Skills: Excellent verbal and written communication skills to effectively articulate complex financial concepts and build rapport with clients.
- Relationship Management: A customer-centric approach with the ability to build and maintain long-term client relationships. Prior experience in managing a client portfolio is advantageous.
- Listening & Empathy: Superior active listening skills to grasp the nuances of US-based business culture and client needs
Sourced from naukri
Skills
About Biz2X

Biz2X
Financial Services
201-500
employees
2019
7 years old
New York, New York
United States
₹15.5L PA avg
Avg at Biz2X
About
The Biz2X Platform is the natural outgrowth of Biz2Credit’s established platform software that brands like HSBC and Popular Bank have chosen to launch new online lending initiatives. With enhanced loan management, servicing, risk analytics and a configurable customer journey, Biz2X is helping banks like these run their lending operations at scale.
Biz2X uses a streamlined user interface, AI-driven analytics and a customizable white label environment to help banks enhance their core services such as offering focused customer service, growing their portfolio, and increasing the use of their different products. The Biz2X Platform offers end-to-end loan management features, including:
• A Risk Analytics Tool Suite
• Credit Policies Configured to Banks’ Needs
• An Intelligent, Dynamic Application for Each Product Type
• Low to No IT Work Required
• Cross-Device Compatibility
These are some of our favorite awards:
Inc. 5000: 2022, 2021, 2020
Great Place to Work: 2022, 2021, 2020, 2019
American Banker Best Places to Work in Fintech: 2022
Finovate Awards: 2021
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