Customer Success Executive

Skillventory; Bengaluru; On-site; INR 300,000 - 500,000; Full time

Benefits offered by this job

High ownership and responsibility

Opportunities in a growth-oriented environment

Continuous learning

Collaborative team culture

Job summary

Skillventory in Bangalore is seeking a Customer Success Executive for personal loans. This role emphasizes ensuring a seamless customer experience throughout the loan disbursal journey, helping approved customers complete their processes effectively.

The ideal candidate will have 1-3 years of experience in customer-facing roles, particularly in inbound telesales or customer success, and possess strong communication skills. The position offers opportunities for career development in a fast-paced environment.

Qualifications

• 1-3 years of experience in inbound telesales and customer success roles.
• Experience in technology or financial services is preferred.

Responsibilities

• Convert approved customers into successful disbursals through call assistance.
• Assist customers in completing digital steps via the app.
• Manage leads and respond promptly to callback requests.
• Update customer records in CRM systems as needed.
• Explain product terms clearly to customers.
• Collaborate with other teams to resolve customer issues.

Skills

Fluency in English and Hindi

Strong communication skills

Customer-first mindset

Interpersonal skills

Familiarity with CRM tools

Attention to detail

Education

Graduate in any discipline

Tools

CRM tools

Job description

Customer Success Executive Personal Loan

Location: Bangalore

About the Role

Your focus will be on delivering a seamless and high-quality customer experience by providing tele-assistance throughout the loan disbursal journey. You will ensure approved customers successfully complete their loan disbursal process.

Key Responsibilities

• Convert approved customers into successful disbursals through call assistance and guidance.
• Assist customers in completing digital steps through the mobile application.
• Respond promptly to callback requests and manage leads within defined SLAs.
• Update and maintain customer records in CRM systems.
• Explain product terms and digital processes in a simple and clear manner.
• Collaborate with Product, Technology, and Customer Support teams to resolve customer issues.
• Share insights and feedback on customer behavior, delays, and drop-off reasons.

Requirements

Education

• Graduate in any discipline.

Experience

• 1-3 years of experience in:
  • Inbound Telesales
  • Customer Success
  • Direct Customer‑Facing Roles
• Experience in Technology or Financial Services is preferred.

Skills

• Fluency in English and Hindi.
• Strong communication and interpersonal skills.
• Empathetic listening and customer handling abilities.
• Familiarity with CRM tools, dialers, and app‑based customer journeys.
• Customer‑first mindset with strong attention to detail.
• Ethical, professional, and service‑oriented approach.

What We Offer

• High ownership and responsibility from day one.
• Opportunities to work in a fast‑paced, growth‑oriented environment.
• Exposure to digital lending and customer lifecycle management.
• Continuous learning and career development opportunities.
• Collaborative and supportive team culture.

Experience: 13 Years
Location: Bangalore
Department: Customer Success / Tele‑Sales / Customer Operations
Employment Type: Full‑Time