Customer Service Executive - Institutional Business and Card Services

Tata Capital Finance Ltd; Bengaluru; On-site; INR 279,000 - 391,000; Full time

Job summary

Tata Capital Finance Ltd invites applications for a Customer Service Executive - Institutional Business & Tata Cards in Bengaluru. You will work under supervisor guidance to identify potential business customers and collect documents, ensuring compliance with norms.

You will log cases, support disbursement processes, help fulfill sanction ratios, and assist in cross-selling multiple products, while building vendor relationships and maintaining RBI/audit compliance under supervision.

Qualifications

• 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.

Responsibilities

• 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.

Job description

Customer Service Executive - Institutional Business & Tata Cards Bengaluru - Prestige Corniche - 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.