Customer Service Executive

Tata Capital; Bhopal; On-site; INR 200,000 - 300,000; Full time

Job summary

Tata Capital invites applications from graduates to assist the Supervisor/Manager in loan disbursement with minimal delinquency. The role involves identifying customers for business, collecting and validating documents, and logging cases in the system as per SOP.

With guidance, you will cross-sell products, empanel vendors, and ensure compliance to audit and RBI regulations while developing relationships with customers and monitoring sanction ratios.

Qualifications

• Under Graduate/ Graduate in any discipline.
• Identify customers for potential business with supervisor guidance.
• Logging cases in the system as per SOP and follow disbursement process.

Responsibilities

• Identify customers for potential business with supervisor guidance.
• Collect documents from customers and validate as per norms.
• Log cases in the system as per SOP and follow the disbursement process.
• Meet customer requirements and cross-sell multiple products under supervision.
• Empanel new vendors with manager support and ensure RBI/audit compliance.

Skills

Customer outreach

Documentation collection

Compliance awareness

Cross-selling

Education

Undergraduate/Graduate in any discipline

Job description

Description.

txt Qualification.

Responsibilities.

txt To help the Supervisor / Manager for the disbursement of Loans with minimum delinquency.

Under Graduate/ Graduate in any discipline 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.