Customer Service Executive - Business Loans - Direct - Noida - Sector 62 - CSE

TATA Capital; Sector 10; On-site; INR 200,000 - 350,000; Full time

Job summary

TATA Capital is seeking a candidate to perform customer onboarding and related activities under the direction of a Supervisor/Manager in Uttar Pradesh Sector 10. You will identify customers for potential business, collect and validate documentation, and log cases for disbursement while ensuring regulatory compliance.

Role involves meeting customer requirements, cross-selling multiple products, and assisting in vendor empanelment under supervision.

Qualifications

• Basic exposure to financial processes and customer onboarding is preferred.
• Understanding of RBI guidelines and audit requirements is beneficial.

Responsibilities

• Identify customers for potential business under supervision.
• Collect and validate documents as per organization norms.
• Log cases in the system and follow the disbursement process.
• Fulfil sanction ratios as per organisation requirement.
• Meet customer requirements and cross-sell multiple products under supervision.
• Assist in empanelment of new vendors and develop relationships.
• Ensure compliance with Audit and RBI regulations under guidance.

Skills

Customer engagement

Documentation handling

Cross-selling

Vendor management

Regulatory compliance

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.