Customer Service Executive

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

Job summary

Tata Capital in India is seeking a professional to work under supervision to identify customers for potential business and collect/validate documents as per organization norms. The role involves logging cases, following SOPs, and processing disbursement steps while achieving required sanction ratios.

You will assist in meeting customer requirements, cross-selling multiple products under guidance, and supporting vendor empanelment and regulatory/audit compliance with RBI standards.

Responsibilities

• Identify customers for potential business
• Collect documents from customers and validate as per norms
• Log cases in system per SOP and follow the disbursement process
• Fulfil sanction ratio as per organization requirement
• Meet customer requirements and cross-sell multiple products under guidance
• Empanel new vendors and develop relationships with them
• Ensure compliance to all Audit and RBI regulations

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 organization 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.