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Subramanya Nagar

Kailasipalyam

Customer Success Executive  
Location:Bangalore

About the TeamThe 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 – 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 Visit customer residences to collect physical documents required for loan processing.
Conduct in-person KYC verifications at the customer’s residence, when required as per process
Coordinate with the customers to ensure timely document collection and submission.
Collect any post-disbursement documents promised by the customer and ensure proper handover to the operations team.
Coordinate with courier partners and ensure safe dispatch of collected documents to the central office whenever required.
Maintain professionalism and a customer-first approach during all field visits to build trust and ensure a positive experience.
Provide accurate and timely updates on collection and courier status to the central team.
Must Haves1–3 years of experience in field operations, collections, documentation, or customer service roles.
Strong customer interaction skills with polite, professional, and trustworthy conduct.
Ability to handle sensitive documents responsibly and follow SOPs for verification, transport, and submission.
Basic knowledge of KYC/documentation processes is a plus.
Own a 2-wheeler with a valid driving license and comfortable with daily intra-city travel.
High ownership, reliability, and accountability in completing assigned tasks on time.
Ability to work closely with the central Customer Success team and adapt to a fast-paced environment.

Inside NaviWe 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 CultureThe 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.



Customer Success Executive

Santoshi Mata Chowk

Katraj

Executive - Field Collection

About Navi 
Navi is one of the fastest growing financial services companies in India providing Personal & Home Loans, Insurance and Mutual Funds with a digital first approach.
At Navi, our mission is to build financial services that are simple, accessible and affordable.

Founders:
Sachin Bansal & Ankit Agarwal

What makes you a good executive at Navi 
Ability to learn
Being disciplined
Communicating well


How would your role at Navi Look Like?
Follow-up with customers for recovery of overdue amounts through field visits to customer’s address
Maintain fair collection practices while dealing with customers, adhering to the code of conduct & legal guidelines, in accordance with the SOPs provided by the company
Start timely field visits in the morning and adhere to regulated timelines of 8AM - 7PM, performing the duty with utmost sincerity, dedication & integrity
Ensure genuine and timely feedback is filled on App for each case, and update any new customer information on the App
Ensure that the weekly/monthly collection target is met
Update the status of repayments and raise any on-ground issues to the field collection manager in a timely and cordial manner


What are some of the good to have skills for this role?
Any education background
1 - 5 years of experience in collections ,sales or Field operations role.
Fluent and proficient in communication in the local language
Take responsibility of effectiveness and timely completion of work
Understanding of the Loan process and documents as informed in training
Planning, organizing, and time management skills along with the ability to prioritize tasks/visits



Field Collection Executive

Ahmedabad (Rural) District Court

Thaltej Garnalu

Khokhaddad

Rajkot Saurastra

Pimpri Bus Stand

Keshari Nagar

College Square

About the Team
The Debt Management team is responsible for ensuring timely and efficient recovery of outstanding dues from customers. Their role involves designing, implementing, and optimizing collection strategies across various channels to minimize delinquencies and improve cash flow. The team focuses on balancing customer experience with recovery effectiveness by using data-driven insights, segmentation, and targeted action plans.
About the Role
We are looking for talented and self-driven individuals to join our dynamic Field Debt Management team. As a Field Debt Management Executive, you will play a key role in managing and recovering overdue payments from customers within our personal loans portfolio. This role involves visiting customers at their locations to ensure timely loan repayments, while maintaining professionalism and following compliance guidelines.
What We Expect From You
Follow-up with customers for recovery of overdue amounts through field visits to customer’s address
Maintain fair collection practices while dealing with customers, adhering to the code of conduct & legal guidelines, in accordance with the SOPs provided by the company
Start timely field visits in the morning and adhere to regulated timelines of 8AM - 7PM, performing the duty with utmost sincerity, dedication & integrity
Ensure genuine and timely feedback is filled on App for each case, and update any new customer information on the App
Ensure that the weekly/monthly collection target is met
Update the status of repayments and raise any on-ground issues to the field collection manager in a timely and cordial manner

Must Haves
Any education background
1 - 5 years of experience in collections ,sales or Field operations roles.
Fluent and proficient in communication in the local language
Take responsibility of effectiveness and timely completion of work
Understanding of the Loan process and documents as informed in training
Planning, organizing, and time management skills along with the ability to prioritize tasks/visits

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.



Executive - 1 - Debt Management Executive (Field) - S1

Birubari

Debt Management Executive

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Executive - 1 - Debt Management Executive (Field) - S1

Debt Management Executive