Customer Service Executive - Business Loans

Tata Capital; Rajamahendravaram; On-site; INR 240,000 - 360,000; Full time

Job summary

Tata Capital in India is seeking a candidate to work under the guidance of a Supervisor/Manager to identify customers for potential business. The role involves collecting and validating documents, logging cases per SOP, and assisting with disbursement processes.

You will help meet sanction ratios, fulfill customer requirements, and cross-sell multiple products. The position may involve vendor empanelment and ensuring compliance with Audit and RBI regulations.

Qualifications

• Identify customers for potential business under guidance of 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 sanction ratio as per organizational requirements.
• Meet customer requirements and cross-sell multiple products under supervision.
• Empanel new vendors and develop relationships with them.
• Ensure compliance to all Audit / RBI regulations.

Responsibilities

• Identify customers for potential business with supervisor/manager.
• Collect and validate customer documents as per norms.
• Log cases in system per SOP and support disbursement process.
• Collaborate to meet sanction ratios and fulfill requirements.
• Assist in cross-selling multiple products while following guidelines.
• Support empanelment of vendors and relationship development.
• Ensure adherence to Audit/RBI regulations.

Skills

Customer outreach

Cross-selling

Document collection

SOP logging

Vendor empanelment

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