Customer Service Executive - Business Loans

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

Job summary

Tata Capital in Agra district invites profiles for a role supporting field sales under supervision. You will identify customers for potential business, gather docs, log cases, and assist in disbursement processes.

Under guidance, you will help cross-sell multiple products, empanel new vendors, and ensure compliance with Audit and RBI regulations.

Qualifications

• Identify customers for potential business as guided.
• Collect and validate documents per norms.
• Log cases in the system per SOP and follow disbursement process.
• Meet customer needs and cross-sell multiple products under guidance.
• Empanel new vendors and develop relationships.
• Ensure compliance with audit and RBI regulations.

Responsibilities

• Identify customers for business under supervision.
• Collect required documents from customers and validate as per norms.
• Log cases in the system as per SOP and assist in disbursement flow.
• Cross-sell multiple products with supervisor guidance.
• Empanel new vendors and build relationships; monitor compliance.

Skills

Customer outreach

Documentation

Sales skills

Compliance

Vendor management

CRM logging

Education

Undergraduate/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