Customer Sales Executive

Tata Capital; Kolkata; On-site; INR 300,000 - 540,000; Full time

Job summary

Tata Capital in Kolkata, India seeks candidates to support frontline banking activities under supervisor guidance. Responsibilities include identifying potential customers, collecting and validating documents, logging cases per SOP, and supporting disbursement processes.

The role also covers vendor empanelment, cross-selling, and regulatory compliance with RBI norms. The ideal candidate has undergraduate or graduate qualification and is eager to learn in a dynamic banking environment under

Qualifications

• Identify customers for potential business with supervisor/manager guidance.
• Collect and validate documents as per organization norms.
• Log cases in the system per SOP and follow disbursement process.
• Fulfil sanction ratio as per organizational requirements.
• Cross-sell multiple products to meet customer requirements under supervision.
• Empanel new vendors and develop relationships with them.
• Ensure compliance with audit and RBI regulations.

Skills

Customer identification

Document collection

SOP logging

Sanction ratio

Cross-selling

Vendor empanelment

Regulatory compliance RBI

Education

Under Graduate/ Graduate in any discipline

Job description

Perform the following under the guidance/direction of Supervisor/Manager

• With help of Supervisor/ Manager, Identify the customers for protentional Business
• Collect the documents from Customers and validate as per the organization norms
• Logging the case in the system as per SOP and follow the process for disbursement.
• Fulfil - the Sanction ratio as per organisation requirement
• Meeting the Customer requirements cross- sell multiple products, under the guidance of Supervisor/ Manager.
• With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them
• With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Under Graduate/ Graduate in any discipline