Customer Sales Executive - Two Wheeler Loans

Tata Capital Finance Ltd; Ludhiana; On-site; INR 240,000 - 360,000; Full time

Job summary

Tata Capital Finance Ltd is hiring a Customer Sales Executive for Two Wheeler Loans in Chandigarh. The role involves working under supervision to identify potential customers, collect documents, log cases, and support disbursement processes.

You will aim to meet customer requirements and cross-sell multiple products while ensuring RBI regulatory compliance and vendor relationships under guidance.

Qualifications

• Experience in field sales or banking/financial services is preferred.
• Strong ability to identify potential customers and understand their needs.
• Excellent verbal and written communication with customers.
• Attention to document collection and verification per SOP.
• Familiarity with RBI regulations and compliance requirements.

Responsibilities

• Identify customers for potential business with guidance from supervisor/manager.
• Collect and verify documents from customers as per organization norms.
• Log cases in the system and follow the disbursement process.
• Meet customer needs and cross-sell multiple products under supervision.
• Assist in vendor empanelment and relationship development with counterparts.
• Support compliance to audit RBI regulations under manager/supervisor guidance.

Skills

Customer service

Sales

Communication skills

Documentation

Regulatory compliance

Job description

Customer Sales Executive - Two Wheeler Loans - Chandigarh - Sector 17 B - 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.