Customer Service Executive

SkillLabs; Thane; On-site; INR 240,000 - 360,000; Full time

Job summary

Tata Capital invites applications for a Customer Sales Executive (CSE) in Commercial Vehicle Finance. The role focuses on sourcing customers for vehicle loans, explaining EMI options, and building dealer networks across field areas.

The incumbent will travel to market sites, coordinate KYC, drive sales targets, and maintain strong relationships with transporters and vehicle dealers, ensuring compliance with credit norms.

Qualifications

• Experience in commercial vehicle finance and NBFCs/banks preferred.
• Willingness to travel for field sales.
• Strong communication and negotiation skills required.

Responsibilities

• Source and acquire customers for commercial vehicle loans.
• Generate leads through dealers, DSAs, market visits, and referrals.
• Build relationships with transporters, fleet owners, and vehicle dealers.
• Explain loan products, EMI structure, and financing options to customers.
• Coordinate documentation, KYC verification, and loan processing.
• Achieve monthly sales and disbursement targets.
• Conduct field visits for customer profiling and business verification.
• Maintain strong follow-up with customers for conversion and relationship management.
• Ensure compliance with company policies and credit norms.

Skills

Experience in CV finance

Communication & negotiation

Vehicle finance market knowledge

Field sales & target-driven

Dealer network exposure

Education

Graduation in any discipline

Job description

Tata Capital – Commercial Vehicle Sales Position: Customer Sales Executive (CSE) Industry: NBFC / Financial Services Department: Commercial Vehicle Finance Experience Required: 1–5 Years in Commercial Vehicle Sales

Location: Dubrugarh

Key Responsibilities

• Source and acquire customers for commercial vehicle loans.
• Generate leads through dealers, DSAs, market visits, and referrals.
• Build relationships with transporters, fleet owners, and vehicle dealers.
• Explain loan products, EMI structure, and financing options to customers.
• Coordinate documentation, KYC verification, and loan processing.
• Achieve monthly sales and disbursement targets.
• Conduct field visits for customer profiling and business verification.
• Maintain strong follow-up with customers for conversion and relationship management.
• Ensure compliance with company policies and credit norms.

Required Skills

• Experience in Commercial Vehicle.
• Good communication and negotiation skills.
• Knowledge of vehicle finance products and market.
• Ability to work in field sales and target-driven environment.
• Dealer and market network preferred.

Eligibility

• Graduation in any discipline preferred.
• Experience in NBFCs, Banks, or Vehicle Finance companies preferred.
• Candidate should be comfortable with field work and travel.