Walk-in Partner Success Manager

Job Description

Role Description

• Responsible for collecting KYC documents from Partners/Customers and updating loan account status records.

• Connecting with Partners/Customers to get the right documents in a timely and accurate way, via phone, email or chat.

• Responsible for verification of the documents received form the Partners/Customers.

• Maintaining a positive, empathetic, and professional attitude toward customers at all times.

• Take accountability to learn and understand about the company products inside and out.

• Keeping records of customer interactions, transactions, comments, and complaints.

Requirements:

• Effective communication, Interpersonal skills and confident speaking skills.

• Must be able to effectively communicate and deal with partners/customers.

• Comfortable with multitask, prioritization and time management.

• Comfortable working with targets.

• Adhering to regulatory requirements.

Qualifications/Eligibility:

• Experience working with telephonic document collection team with minimum of one year in financial services or loan operations

• Knowing Multiple languages will be a added advantage – Hindi, English, Telugu, Tamil, Kannada, etc

• Experience with loans systems & CRM such as leads square, Freshdesk, Livechat Etc
  • Experience

    1 - 3 Years

  • No. of Openings

    10

  • Education

    Diploma

  • Role

    Partner Success Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Walk-in interview location

    No. 251, Ground, First Floor, 17th Cross, 5th Main, 6th Sector

About Werize

At WeRize, we manufacture and distribute customized lending, banking, group insurance* and savings products for 300Mn customers and their families in 5000+ small towns across India and help them rise in their lives. We have also created a unique Finance ki online dukaan (Social Shopify of Finance) social distribution tech platform to reach these customers and provide them high-touch sales and after-sales services.
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