Sales Relationship Manager - Personal Loans (Cash Loans)

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 Sales Relationship team focuses on helping customers complete their disbursal journey through assistance and guided support.

About the Role

Sales Relationship Manager II - Personal Loans (Cash Loans)

Step into the front line of Navis digital lending experience. Youll be the voice that turns a customers loan approval into a successful disbursal - by helping them navigate their next steps confidently, clearly, and quickly. Your day will involve connecting with customers, understanding their needs and wants, answering their queries, explaining the process in simple terms, pitching Navis offerings, and ensuring they complete the disbursal journey smoothly. Youll build trust with every interaction, balance speed with care, and represent Navis promise of ethical, transparent, and customer-first finance.

Key Responsibilities

• Convert approved customers into disbursals

  through call assistance - guiding them through the digital steps on the app, understanding their needs and pitching them Navi’s offering 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 - ensuring 100% customer understanding.

• 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.

• Deliver against goals

  for conversion, productivity, quality, and customer satisfaction - while maintaining ethical and compliant conduct.

Must Haves

Education

Experience:

Language Skills:

Fluency in English (mandatory)

Fluency in at least one or more in the below Indian languages:

Hindi

Tamil

Kannada

Telugu

Malayalam

Marathi

Bengali

Influencing Ability:

Communication:

Tech Readiness:

Customer-First Mindset:

Core Traits:

Financial literacy & basic math:

Learnability: