Customer Service Executive - Business Loans - Direct - Trivandrum - India Tower - CSE

TATA Capital; India; On-site; INR 300,000 - 450,000; Full time

Job summary

A financial services company is seeking a Customer Service Executive for Business Loans in Trivandrum, India. The role involves identifying potential customers, collecting necessary documents, and ensuring compliance with organizational norms. Candidates must hold a degree in any discipline and will also be responsible for cross-selling products and developing vendor relationships. This position plays a key part in meeting customer needs within the business loan segment.

Qualifications

• Candidates should have a degree in any discipline.

Responsibilities

• Identify potential business customers.
• Collect and validate customer documents as per organization norms.
• Log cases in the system and follow the disbursement process.
• Meet customer requirements and cross-sell products.
• Empanel new vendors and develop relationships.
• Ensure compliance with Audit/RBI regulations.

Education

Under Graduate/ Graduate in any discipline

Job description

Customer Service Executive - Business Loans - Direct - Trivandrum - India Tower - CSE

Kerala, India

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.

Qualifications

Under Graduate/ Graduate in any discipline

Job Info

• Job Identification 43472
• Posting Date 03/25/2026, 07:42 AM