Customer Sales Executive - Two Wheeler Loans - Lucknow - Halwasiya Complex - CSE

Tata Capital; Lucknow; On-site; INR 350,000 - 550,000; Full time

Job summary

Tata Capital in India is seeking a candidate to identify customers for potential business, collect and validate documents, and log cases as per SOP to enable disbursement. The role includes cross-selling products under supervision and empanelment of new vendors while ensuring RBI regulatory compliance.

The ideal candidate has an undergraduate or graduate degree and is ready to work under guidance to build relationships with customers and vendors and meet organization targets.

Qualifications

• Identify customers for potential business
• Collect and validate documents per norms
• Log case in system per SOP for disbursement
• Fulfil sanction ratio as per requirement
• Cross-sell multiple products under guidance
• Empanel new vendors and develop relationships with them
• Ensure compliance to Audit / RBI regulations

Responsibilities

• Identify customers for potential business and initiate contact
• Collect and verify documents per SOP and organization norms
• Log cases in the system and pursue disbursement process
• Achieve sanctioned ratios as required
• Cross-sell multiple products under supervision
• Empanel and manage vendor relationships under guidance
• Ensure adherence to RBI regulations and audits

Skills

Customer outreach & engagement

Documentation collection

Disbursement process knowledge

Cross-selling

Vendor management

Regulatory compliance

Education

Under Graduate/ Graduate in any discipline

Job description

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.

Qualifications

Under Graduate/ Graduate in any discipline

Requirements: