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

processing—from 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—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 — 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.