Customer Success Executive

Job Description

About the Role: Customer Success Executive II – 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: ● Customer empathy & clarity. Explain complex requirements in simple language and build confidence at every touchpoint. ● Process discipline. Follow checklists, maintain accurate case logs, and uphold data security standards. ● Problem-solving on your feet. Anticipate collateral or vendor objections and unblock them quickly. ● Stakeholder coordination. Balance multiple conversations (customer, vendor, Ops) ● Outcome focus. Deliver sales within agreed TAT Must Haves: 1. Education & experience: Graduate with 1 – 3 years in home-loan sales fulfilment or a similar documentation-heavy role 2. Language skills: Fluency in English, Hindi and the primary local language of your city. 3. Mobility: Willingness and ability to travel within the city for pickups, vendor meetings and site visits. 4. Attention to detail: Zero-defect document handling and strict SOP adherence. 5. Tech readiness: Working knowledge of CRM systems, calling tools, and basic chat/email platforms.