Customer Sales Executive - Loan Against Property

Tata Capital Finance Ltd; Gurugram District; On-site; INR 300,000 - 500,000; Full time

Job summary

Tata Capital Finance Ltd is seeking a Customer Sales Executive for Loan Against Property in Gurgaon. The role focuses on identifying potential customers, collecting and validating documents, and processing disbursements in line with SOPs.

Under supervisor guidance, you will meet customer requirements, cross-sell multiple products, and help empanel new vendors while ensuring RBI/audit compliance.

Qualifications

• Identify potential customers with supervisor/manager help
• Collect documents from customers and validate per norms
• Log cases in system and follow SOP for disbursement
• Sanction ratios as per organisation requirements
• Meet customer requirements and cross-sell multiple products under guidance
• Empanel new vendors and develop relationships with them under supervision

Responsibilities

• Identify customers for potential business with supervisor/manager
• Collect and validate customer documents as per norms
• Log cases in system per SOP and process for disbursement
• Meet sanction ratio as per organisation requirements
• Meet customer needs and cross-sell products under guidance
• Empanel vendors and develop relationships; ensure audit/RBI compliance under supervision

Job description

Customer Sales Executive - Loan Against Property - Channel - Gurgaon - Sector 14 - CSE

• 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.