Customer Service Executive for Personal Loans

Tata Capital Finance Ltd; Bengaluru; On-site; INR 250,000 - 400,000; Full time

Job summary

Tata Capital Finance Ltd in Bengaluru is seeking a Customer Service Executive for Personal Loans to work under supervision in the Direct channel at Krishna Tower.

Responsibilities include identifying customers for potential business, collecting and validating documents, logging cases in the system, and processing disbursement per SOP.

The role also involves meeting customer needs, cross-selling products, and ensuring adherence to Audit and RBI regulations through close supervision.

Qualifications

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

Responsibilities

• Identify customers for potential business with supervisor guidance.
• Collect documents from customers and validate per norms.
• Log cases in the system as per SOP and assist disbursement process.
• Meet customer requirements and cross-sell multiple products under supervision.
• Empanel new vendors and develop relationships with them.
• Ensure compliance with Audit and RBI regulations.

Skills

Customer service

Cross-selling

Document collection

Job description

Customer Service Executive - Personal Loans - Top Markets - Direct - Bengaluru - Krishna Tower - 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.