Customer Sales Executive - Business Loans

Tata Capital Finance Ltd; Patna; On-site; INR 180,000 - 260,000; Full time

Job summary

Tata Capital Finance Ltd is seeking a Customer Sales Executive for direct business loans in Patna. Under supervision, you will identify potential customers, collect and validate documents, and log cases in the system to facilitate disbursement.

You will work to meet customer requirements and cross-sell multiple products as guided. You will assist in empanelment of new vendors and build relationships while ensuring compliance with Audit and RBI regulations.

Qualifications

• Identify potential customers for business loans with supervisor guidance.
• Collect and validate documents as per norms.
• Log cases in the system per SOP and support disbursement.
• Assist in sanction ratio as required.
• Meet customer requirements and cross-sell multiple products under supervision.
• Support empanelment of new vendors and relationship development.
• Ensure compliance with Audit and RBI regulations.

Responsibilities

• Identify the customers for potential Business loans with help of Supervisor/ Manager.
• Collect the documents from Customers and validate as per 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.

Skills

Customer Interaction

Documentation

Cross-selling

SOP Adherence

Job description

Customer Sales Executive - Business loans - Direct - Patna - Parth Ashtha - CSE

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.