Field Operations

Zoho; Devarapalli; On-site; INR 350,000 - 500,000; Full time

Job summary

Zoho in Devarapalli, India seeks a customer interaction professional to guide walk-in customers and address loan-related inquiries. You will assist in gathering documents, verify compliance, and support loan processing activities.

Responsibilities include maintaining CRM records, handling statements and certificates requests, and escalating issues when needed. Prior experience with RBI/NBFC norms is beneficial for compliance and quality service.

Qualifications

• Experience in greeting and guiding walk-in customers and addressing inquiries.
• Familiarity with loan processes, documentation and status updates.
• Knowledge of RBI/NBFC norms and regulatory guidelines.

Responsibilities

• Welcome and guide walk-in customers, addressing inquiries related to loan products and EMI schedules.
• Assist in collection and verification of customer documents for secured loans and ensure compliance before forwarding to credit/ops teams.
• Handle requests for loan statements, pre-closure and interest certificates while maintaining accurate logs in CRM.
• Update customer interactions in CRM and maintain logs of complaints and resolutions.

Skills

Customer service

Communication skills

CRM software

Regulatory compliance

Tools

CRM software

Job description

Devarapalli, India | Posted on 04/09/2026

Customer Interaction & Relationship Management:

• Welcome and guide walk-in customers, addressing inquiries related to loan products, EMI schedules, interest rates, etc.
• Provide accurate information about loan terms, documents required, and application status.
• Maintain long-term relationships by following up on customer satisfaction and offering support post-loan disbursement.

Operational Support:

• Assist in the collection and verification of customer documents for secured loans.
• Ensure complete and compliant documentation before forwarding to credit/operations teams.
• Handle customer requests for loan statements, pre-closure, and interest certificates.

Service Quality and Compliance:

• Ensure adherence to all internal policies and regulatory guidelines (RBI/NBFC norms).
• Monitor TATs (Turnaround Times) for customer queries and resolution.
• Escalate unresolved issues or complaints to appropriate internal teams.

Reporting and Data Management:

• Update customer interactions and service requests in CRM systems.
• Maintain logs of complaints, feedback, and resolutions provided.