Customer Service Executive - Personal Loans

Tata Capital; Coimbatore District; On-site; INR 250,000 - 450,000; Full time

Job summary

Tata Capital in Coimbatore invites candidates for an entry- to mid-level role under supervision. You will identify customers for potential business, collect and validate documents, log cases in the system per SOP, and assist in disbursement processes while ensuring compliance with RBI regulations.

The position requires an undergraduate or graduate from any discipline, with a customer-focused mindset and ability to cross-sell multiple products and build relationships with vendors.

Qualifications

• Identify customers for potential business.
• Collect and validate documents as per norms.
• Log cases in system per SOP and process disbursement.
• Meet customer requirements and cross-sell products.
• Empanel new vendors and develop relationships.
• Ensure compliance to Audit/RBI regulations.
• Undergraduate/Graduate in any discipline.

Responsibilities

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

Skills

Customer identification

Cross-selling

Vendor empanelment

Relationship building

Documentation validation

Disbursement process

Education

Undergraduate/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