CSR Job Roles & Responsibility
Key Responsibilities:
1)Assist customers with online loan applications, including registration, documentation, and submission
2)Handle inbound and outbound calls, emails, and chat support related to loan products
3)Explain loan products, eligibility criteria, interest rates, and repayment terms clearly
4)Verify customer information and ensure accurate data entry in internal systems
5)Support customers in uploading and validating digital documents (KYC, income proof, etc.)
6)Track application status and proactively update customers on progress
7)Resolve customer issues and escalate complex cases to relevant teams
8)Ensure compliance with company policies and regulatory requirements
9)Maintain high standards of customer satisfaction and service quality
10)Meet daily/weekly performance metrics (TAT, resolution rate, CSAT)
Required Skills & Qualifications:
Bachelor’s degree or equivalent experience
0–3 years of experience in customer support, preferably in fintech, banking, or digital lending
Strong verbal and written communication skills
Basic understanding of loan processing and financial products
Proficiency in computers and CRM tools
Ability to multitask and handle high-volume customer interactions
Good problem-solving and interpersonal skills
Attention to detail and accuracy