Client Relations Lead

Sales Relationship Manager II

Location : Bangalore

About the Team

The 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

Sales Relationship Manager II – Home Loans

Step into the front line of Navi’s digital lending journey. You’ll be the friendly voice that turns a quick tap on the app into a customer’s very first home loan.Your day starts with warm, jargon-free conversations—explaining how the loan works, clearing doubts, and guiding customers through home loan journey on the app. As soon as questions pop up, you tackle them. The smoother you make the journey, the faster a customer moves from “I’m curious” to “Loan disbursed.”Your success is measured by happy borrowers, quick turnaround, and the trust you earn along the way.

Key Responsibilities

• Drive conversions : Make timely, high-quality calls to move customers from“interest” to “loan disbursed.”
• Own every lead : Log, update, and follow up in the CRM until the query is fully resolved.
• Build trust quickly : Listen actively, think of quick solutions, and inspire confidence in Navi’s value proposition.
• Collaborate cross-functionally : Work with internal teams to ensure seamless processing and exceptional service.
• Champion customer insights : Flag product or process gaps and support continuous improvement initiatives.
• Deliver against goals : Meet or exceed assigned targets for sales, productivity, quality, and compliance.

Must Haves

1. Education : Graduate in any discipline.

2. Experience : 1 – 3 years of high-volume telesales / inside-sales

3. Language skills : Fluency in English, Hindi, and one South-Indian language (Tamil, Kannada, or Telugu).

4. Influencing ability : Proven track record of converting B2C prospects and meeting sales targets.

5. Communication : Clear, confident phone etiquette with strong listening and objection-handling skills.

6. Tech readiness : Working knowledge of CRM systems, calling tools, and basic chat / email platforms.

7. Customer-first mindset : Detail-oriented, ethical, and committed to delivering a high-quality experience end-to-end.

About Navi

We are on a mission to make finance simple, accessible and affordable for a billion

Indians. Guided by a strong customer-first approach, we are building tech-first solutions

that work at scale. Our offerings include a range of financial products and services

across Loans, Insurance, Mutual Funds, Digital Gold and UPI.

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

At Navi, we’re a place where ambition meets opportunity and ideas turn into impact quickly. We empower people with high ownership from the start, encouraging them to solve meaningful problems and build with excellence. Teams here work in an environment that values speed, collaboration and craftsmanship, while celebrating learning, growth and shared wins along the way. Whether you’re shaping the future of fintech products or driving innovation behind the scenes, life at Navi means being part of a high-energy, talent-driven workplace where your contributions truly make a difference.We’re guided by our own operating system - The Navi OS - a set of principles that shape how we work and win together. You can explore them at navi.Com / our-values to see what drives us every day. If this feels like you, Navi is the place to grow, thrive and make a real impact.