Customer Service Executive - Direct

Tata Capital; Pune District; On-site; INR 350,000 - 500,000; Full time

Job summary

Tata Capital seeks candidates to identify customers for business, collect and validate documents, and log cases in the system to process disbursements. The role involves meeting customer needs and cross-selling products under supervision.

With guidance from Manager/Supervisor, you will empanel new vendors and nurture relationships, ensuring adherence to Audit/RBI regulations as part of daily operations.

Qualifications

• Under Graduate/ Graduate in any discipline.
• Willing to work under supervision of Manager/Supervisor.
• Ability to collect and validate customer documents per norms.

Responsibilities

• Identify customers for potential business.
• Collect and validate documents as per organization norms.
• Log cases in the system and follow the disbursement process.
• Fulfil the sanction ratio as per organization requirements.
• Meet customer requirements and cross-sell multiple products under supervision.
• Empanel new vendors and develop relationships with them with guidance from Manager/Supervisor.
• Ensure compliance to all Audit/RBI regulations.

Skills

Customer handling

Documentation

Disbursement process

Cross-selling

Vendor empanelment

Audit compliance

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