Customer Service Executive

Tata Capital; Udaipur District; On-site; INR 201,000 - 335,000; Full time

Job summary

Tata Capital is seeking a candidate in Udaipur for a junior role that involves handling customer onboarding, document collection, and disbursement processes under supervisor guidance.

The role requires a graduate or post-graduate in any discipline, with responsibility for meeting customer needs, cross-selling products, and ensuring compliance with audit and RBI regulations.

Qualifications

• Undergraduate or graduate degree in any discipline.

Responsibilities

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