Customer Service Executive - Business Loans

Tata Capital; Thiruvananthapuram; On-site; INR 250,000 - 380,000; Full time

Job summary

Tata Capital in Thiruvananthapuram, Kerala invites graduates for a frontline role under supervisor guidance. You will identify customers for potential business and collect documents, validating them as per organization norms.

You will log cases in the system to enable disbursement, ensure sanction ratios, cross-sell multiple products, and help empanel new vendors, all while complying with audit and RBI regulations.

Qualifications

• Identify customers for potential business opportunities.
• Collect and verify documents as per organization norms.
• Log cases in the system and follow the disbursement process.

Responsibilities

• Identify customers for potential business.
• Collect and validate documents as per SOP.
• Log cases in the system and follow the disbursement process.
• Fulfill sanction ratios as per organisation requirements.
• Meet customer requirements and cross-sell multiple products under supervision.
• Empanel new vendors and develop relationships; ensure RBI/audit compliance.

Skills

Customer interaction

Documentation handling

Regulatory compliance knowledge

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