Customer Service Executive - ILMSCV Finance

Tata Capital; Cuttack; On-site; INR 300,000 - 500,000; Full time

Job summary

Tata Capital in India is seeking a proactive associate to support customer onboarding and loan/disbursement processes under the guidance of a Supervisor/Manager. The role involves collecting documents, validating them per organizational norms, and logging cases in the system as per SOP.

You will help achieve sanction ratios, meet customer requirements, and cross-sell multiple products while building relationships with new vendors and ensuring compliance with Audit/RBI regulations.

Responsibilities

• Identify the customers for potential 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
• Empanelment of new vendor and develop relationships with them
• Ensure compliance to all Audit / RBI regulations

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.