Customer Sales Executive - Business loans

Tata Capital; Kolkata District; On-site; INR 200,000 - 300,000; Full time

Job summary

Tata Capital seeks a candidate to work under supervision to identify customers for growth, collect and validate required documents, and log cases in the system as per SOP. The role involves supporting disbursement processes and ensuring regulatory compliance. You will also assist in vendor empanelment and cross-selling products under guidance.

The ideal candidate has an undergraduate or graduate degree and is eager to learn under managerial supervision in a finance environment in India.

Responsibilities

• Identify customers for potential business
• Collect and validate customer documents per organization norms
• Log cases in the system per SOP and follow the disbursement process
• Fulfill sanction ratio as per organization requirements
• Meet customer requirements and cross-sell multiple products under guidance
• Empanel new vendors and develop relationships with them
• Ensure compliance with Audit and RBI regulations

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