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
  • Experience1 - 3 Years
  • No. of Openings10
  • EducationDiploma
  • RolePartner Success Manager
  • Industry TypeBanking / Financial Services / Stock Broking
  • Gender[ Male / Female ]
  • Job CountryIndia
  • Type of JobFull Time
  • Job TypeWork from Office
  • Walk-in interview locationNo. 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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