Customer Success Executive

Customer Success Executive

About the Team

The Home Loans team at Navi helps customers access housing finance in a simple, fast, and transparent way. The team works closely with customers, builders, and internal teams to ensure smooth loan processingfrom application to disbursal. Focused on delivering a great customer experience, the team handles internal and external stakeholders along with compliance. By combining field presence with strong central support, the team plays a key role in making home ownership easier and more accessible.

About the Role

Customer Success Executive Home Loans

Welcome to the “last mile” of lending. Once a loan is approved, you step in to collect the right documents, check every detail, and turn that approval into cash in the customer’s account.

You keep paperwork simple for customers, answer property-related questions from vendors, and upload everything for quick internal checks. If a problem appears, you jump in—whether that means a quick phone call, a city-side document pick-up, or a visit to the property site.

Your goal is clear: finish each file on time so monthly sales targets stay on track and customers can move into their new homes without delay.

What we expect from you

• Visit customer residences to

  collect physical documents

  required for loan processing.
• Conduct in-person KYC Verification's at the customer’s residence, when required as per process
• Coordinate with the customers to ensure timely document collection and submission.
• Collect any

  post-disbursement documents

  promised by the customer and ensure proper handover to the operations team.
• Coordinate with courier partners and ensure safe dispatch of collected documents to the central office whenever required.
• Maintain professionalism and a customer-first approach during all field visits to build trust and ensure a positive experience.
• Provide accurate and timely updates on collection and courier status to the central team.

Must Haves

• 1–3 years of experience in

  field operations, collections, documentation, or customer service roles

  .
• Strong

  customer interaction skills

  with polite, professional, and trustworthy conduct.
• Ability to

  handle sensitive documents responsibly

  and follow SOPs for verification, transport, and submission.
• Basic knowledge of

  KYC/documentation processes

  is a plus.

• Own a 2-wheeler with a valid driving license

  and comfortable with daily intra-city travel.
• High ownership, reliability, and accountability in completing assigned tasks on time.
• Ability to work closely with the central Customer Success team and adapt to a fast-paced environment.

Inside Navi

Sachin Bansal & Ankit Agarwal

Our Culture

Ambition. Perseverance. Self-awareness. Ownership. Integrity.

Why You'll Thrive at Navi

• You’re impact-driven:

  You take ownership, build boldly, and care about making a real difference.

• You strive for excellence:

  Good isn’t good enough. You bring focus, precision, and a passion for quality.

• You embrace change:

  You adapt quickly, move fast, and always put the customer first.