Customer Sales Executive - Loan Against Property

Tata Capital; NTR; On-site; INR 300,000 - 600,000; Full time

Job summary

Tata Capital in India seeks a candidate to work under supervision to identify customers for potential business, collect documents and validate them as per norms, and log cases in the system to support disbursement.

The role involves ensuring sanction ratios, cross-selling multiple products under guidance, empanelling new vendors and developing relationships, and ensuring compliance with Audit and RBI regulations.

Qualifications

• Identify customers for potential business under supervision.
• Collect documents and validate per organization norms.
• Log cases in the system as per SOP and follow the disbursement process.
• Fulfil 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.
• Ensure compliance to all Audit / RBI regulations.

Responsibilities

• Identify customers for potential business under supervision.
• Collect documents and validate as per organization norms.
• Log cases in the system as per SOP and follow the disbursement process.
• Fulfil 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.
• Ensure compliance to all Audit / RBI regulations.

Skills

Customer targeting

Documentation collection

System logging

Disbursement process

Sanction norms

Cross-selling

Vendor empanelment

Regulatory compliance

Education

Undergraduate/Graduate in any discipline

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