Customer Sales Executive - Cross Sell

Tata Capital Finance Ltd; Karnataka; On-site; INR 250,000 - 350,000; Full time

Job summary

Tata Capital Finance Ltd in Bengaluru is seeking a Customer Sales Executive to drive cross-sell of financial products and manage client interactions under supervision. You will identify potential customers, collect documents, and assist in the disbursement process.

Based at Prestige Corniche, the role emphasizes relationship building with vendors and adherence to SOPs, audit and RBI regulations, while meeting customer requirements and ensuring compliance.

Qualifications

• Identify customers for potential business
• Collect documents and validate per norms
• Log cases in system as per SOP and follow disbursement process
• Fulfil sanction ratio as per organisation requirements
• Cross-sell multiple products under supervision
• Empanelment of new vendors and relationship development
• Ensure compliance to Audit/RBI regulations

Responsibilities

• 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.

Job description

Customer Sales Executive - Cross - Sell TPP - Bengaluru - Prestige Corniche - 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.