Senior Customer Success Executive

Senior Customer Success Executive
Location: Bangalore
About the Team
The Secured Lending team at Navi helps customers access property loans in a simple, fast, and
transparent way. The team works closely with customers, and internal teams to ensure smooth loan
processingfrom application to disbursal. Focused on delivering a great customer experience, the
team handles internal and as well as external stakeholders. 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
Senior 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 disbursement of the loan.
You keep paperwork simple for customers, answer property-related questions from vendors, and
document everything for quick internal checks. If a problem appears, you jump in a 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 get
the required loan amount in time.
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/property-loan sales
   fulfilment or a similar operations-heavy role in Banks or NBFCs (HDFC, Bajaj, Tata Capital, SBI,
   etc.).
2. Language skills: Fluency in English, and at least one regional language (Kannada, Telugu,
   Tamil)
3. Ownership: Ability to proactively manage case lifecycle with internal stakeholders and to
   negotiate and convince customers on proposed offer
4. Attention to detail: Zero-defect document handling and strict SOP adherence.
5. Tech readiness: Working knowledge of CRM systems and basic chat/email platforms.
   Inside Navi
   We are shaping the future of financial services for a billion Indians through products
   that are simple, accessible, and affordable. From Personal & Home Loans to UPI,
   Insurance, Mutual Funds, and Gold were 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 Indias
   fastest-growing financial services organisations. But were just getting started!
   Our Culture
   The Navi DNA
   Ambition. Perseverance. Self-awareness. Ownership. Integrity.
   Were looking for people who dream big when it comes to innovation. At Navi, youll be
   empowered with the right mechanisms to work in a dynamic team that builds and
   improves innovative solutions. If youre driven to deliver real value to customers, no
   matter the challenge, this is the place for you.

We chase excellence by uplifting each otherand that starts with every one of us.
Why You'll Thrive at Navi
At Navi, its about how you think, build, and grow. Youll thrive here if:
Youre impact-driven: You take ownership, build boldly, and care about making
a real difference.
You strive for excellence: Good isnt 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.