Job
Description
Customer Success Executive II Location: BENGALURU 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 processing—from 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 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 fulfillment or a similar documentation-heavy role (HDFC, Bajaj, Tata Capital, SBI, etc.). 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. InsideNaviWeareshapingthefutureoffinancialservicesforabillionIndiansthrough productsthat are simple, accessible, and affordable. From Personal & Home Loans to UPI Insurance, Mutual Funds, and Gold — we’re building tech-first solutions that work at scale, with a strong customer-first approach. Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India’s fastest-growing financial services organisations. But we’re just getting started! Our Culture The Navi DNA Ambition. Perseverance. Self-awareness. Ownership. Integrity.We’re looking for people who dream big when it comes to innovation. At Navi, you’ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you’re driven to deliver real value to customers, no matter the challenge, this is the place for you. We chase excellence by uplifting each other—and that starts with every one of us. Why You'll Thrive at Navi At Navi, it’s about how you think, build, and grow. You’ll thrive here if: ● 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.
