Customer Service Executive - Cross Selling

Tata Capital Finance Ltd; Bengaluru; On-site; INR 300,000 - 420,000; Full time

Job summary

Tata Capital Finance Ltd in Bengaluru seeks a Customer Service Executive for Cross Sell TPP. You will work under supervision to identify customers for potential business and coordinate with the supervisor to ensure smooth disbursement processes.

Responsibilities include collecting and validating documents as per norms, logging cases in the system, and following SOPs. You will also support vendor empanelment and ensure RBI/compliance adherence under guidance.

Qualifications

• Must follow organization SOPs for document collection and case logging.
• Experience with customer interaction and cross-selling is a plus.
• Knowledge of RBI regulations and audits is desirable.

Responsibilities

• Identify customers for potential business with guidance.
• Collect and validate documents per norms.
• Log cases in system per SOP and follow disbursement process.
• Fulfil sanction ratio as per organization requirement.
• Cross-sell multiple products under supervision.
• Assist in empanelment of new vendors and relationship building.
• Ensure compliance to Audit/RBI regulations with supervisor guidance.

Job description

Customer Service Executive - Cross Sell TPP - Bengaluru - Majestic Terraces - CSE

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.