Customer Service Executive

Tata Capital; Kolkata; On-site; INR 300,000 - 540,000; Full time

Job summary

Tata Capital is seeking personnel to support customer onboarding and disbursement processes under supervision. Responsibilities include identifying potential customers, collecting and validating documents, logging cases, sanctioning ratios, cross-selling multiple products, and assisting with vendor empanelment while ensuring compliance with audit and RBI regulations.

The role targets graduates for entry-level finance operations in Kolkata.

Qualifications

• Under Graduate/ Graduate in any discipline.

Responsibilities

• 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.

Education

Under Graduate/ 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