Customer Sales Executive for Two Wheeler Loans

Tata Capital Finance Ltd; Karnataka; On-site; INR 250,000 - 450,000; Full time

Job summary

Tata Capital Finance Ltd seeks a Customer Sales Executive for Two Wheeler Loans in Bengaluru. You will identify potential customers, collect and validate documents, and log cases for disbursement under supervision. The role involves cross-selling products, vendor empanelment, and ensuring RBI audit compliance.

Based in Bengaluru, you will work under the guidance of a supervisor/manager to meet customer needs and adhere to SOPs and organizational norms.

Responsibilities

• Identify customers for potential business with guidance from supervisor/manager.
• Collect documents from customers and validate per organization norms.
• Log the case in the system as per SOP and follow the process for disbursement.
• Fulfil the sanction ratio as per organisation requirement.
• Meet customer requirements and cross-sell multiple products under guidance.
• Empanelment of new vendors and develop relationships with them with supervisor help.
• Ensure compliance to all Audit/RBI regulations with support from supervisor/manager.

Skills

Customer outreach

Documentation

Disbursement process

Cross-selling

Vendor management

Audit compliance

SOP adherence

Job description

Customer Sales Executive - Two Wheeler Loans - Bengaluru - Krishna Tower - 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.