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:
• Should have minimum 1+ years of KYC Experience in Managing and verifying documents of loan seekers
• Should have indepth knowledge of loan documents and be able to speak to customers on missing documents
• 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.
Our Client is building India’s largest full stack financial services brand for 300 million underserved middle-class customers who live in 4000+ small towns of India. This customer segment is not served by private sector banks, Insurers
and Mutual Fund companies due to their low ticket-size and lifetime value and is dependent on PSU/Govt. banks. PSU/Government banks rarely provide financial products beyond basic savings accounts and these customers lack access to unsecured loans, credit cards, health and life insurance and investment products. WeRize manufactures innovative Credit, Savings and Group Insurance products designed for this customer base keeping in mind their needs, requirements
and purchasing power, with a view to add a layer of financial security to their lives and enable access to credit.
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:
• Should have minimum 1+ years of KYC Experience in Managing and verifying documents of loan seekers
• Should have indepth knowledge of loan documents and be able to speak to customers on missing documents
• 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.
Our Client is building India’s largest full stack financial services brand for 300 million underserved middle-class customers who live in 4000+ small towns of India. This customer segment is not served by private sector banks, Insurers
and Mutual Fund companies due to their low ticket-size and lifetime value and is dependent on PSU/Govt. banks. PSU/Government banks rarely provide financial products beyond basic savings accounts and these customers lack access to unsecured loans, credit cards, health and life insurance and investment products. WeRize manufactures innovative Credit, Savings and Group Insurance products designed for this customer base keeping in mind their needs, requirements
and purchasing power, with a view to add a layer of financial security to their lives and enable access to credit.
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