Walk-in || Customer Success Executive - Personal loans

Customer Success Executive - Personal Loan
Location: Bangalore
About the Team
The Personal Loans team at Navi helps customers access quick, paperless, and fully
digital personal loans - in a simple, fast, and transparent way. The Customer Success
Executive Team works like Virtual Relationship Managers focusing on helping
customers complete their disbursal journey through assistance and guided support over
phone calls.
About the Role
Your focus will be on delivering a seamless, high-quality customer experience by
providing tele-assistance in the loan disbursal journey. As the front line of Navis digital
lending experience, you will act as a brand ambassador for the company who ensures
that approved customers successfully complete the disbursal journey.
1. Customer Ownership: Proactively connect with inbound customers who have
loan offers and convert those leads into successful disbursals
2. Journey Assistance: Helping customers navigate digital journey like KYC, bank
mandates etc. to prevent drop-offs and contribute directly to business growth
3. Trust Building: Establish immediate credibility with customers, representing
Navis commitment to ethical and transparent lending
4. Problem Solving: Rapidly resolve any 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 the customer to move forward

Here, your voice and ideas matter. Your work makes an impact. Together you will help us
define the future of Navi.
Key Responsibilities

Convert approved customers into disbursals through call assistance - guiding
them through the digital steps on the app, understanding their needs and
pitching Navi's offering to them accordingly


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 and digital steps in simple, clear language
Collaborate cross-functionally with Product, Tech or Customer Support teams to
resolve blockers and improve the customer experience
Surface insights and feedback on why customers delay or drop off during the
disbursal process

Must Haves

Education: Graduate in any discipline

Experience: 1-3 years of experience in inbound telesales, or customer success,
or any direct customer facing role; preferably in tech or financial services.
Language Skills: Fluency in English and Hindi
Communication: Empathetic listening and clear articulation
Tech Readiness: Knowledge of CRM tools, dialers, and app-based journeys
Customer-First Mindset: Ethical, detail-oriented, and motivated to deliver a
high-quality customer experience




About Navi
We are on a mission to make finance simple, accessible and affordable for a billion
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.
Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of Indias
fastest-growing financial services organisations. But were just getting started!
Our Culture
At Navi, were a place where ambition meets opportunity and ideas turn into impact
quickly. We empower people with high ownership from the start, encouraging them to
solve meaningful problems and build with excellence. Teams here work in an
environment that values speed, collaboration and craftsmanship, while celebrating
learning, growth and shared wins along the way. Whether youre shaping the future of
fintech products or driving innovation behind the scenes, life at Navi means being part
of a high-energy, talent-driven workplace where your contributions truly make a
difference.
Were guided by our own operating system - The Navi OS - a set of principles that shape
how we work and win together. You can explore them at navi.com/our-values to see
what drives us every day.
If this feels like you, Navi is the place to grow, thrive and make a real impact.