Customer Service Executive - Personal Loans

Tata Capital Finance Ltd; Chennai; On-site; INR 180,000 - 300,000; Full time

Job summary

Tata Capital Finance Ltd in Chennai is seeking a Customer Service Executive for Personal Loans to assist customers with loan processes under supervision. The role involves collecting documents, validating as per norms, and logging cases in the system.

The incumbent will work to meet customer requirements, cross-sell products under guidance, and support vendor empanelment while ensuring compliance with audit and RBI regulations.

Responsibilities

• 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 - Personal Loans - SM - PL - Chennai - Moti Towers - 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.