Customer Service Executive - Personal Loans

Tata Capital; Guntur District; On-site; INR 260,000 - 360,000; Full time

Job summary

Tata Capital in India invites fresh graduates for an entry-level role, working under supervision to identify potential customers, collect and validate documents, and log cases in the system to support the disbursement process.

You will help determine sanction ratios, cross-sell multiple products with guidance, assist in empanelment of new vendors, and ensure compliance with audit and RBI regulations during reviews.

Qualifications

• Fresh graduate with a degree, open to banking operations.
• Willing to work in a structured environment requiring accuracy.
• Good communication and basic computer skills.

Responsibilities

• Identify customers for potential business under supervision.
• Collect documents from customers and validate as per norms.
• Log cases in the system as per SOP and support disbursement processes.
• Fulfil sanction ratios as per organisation requirements.
• Cross-sell multiple products under supervisor guidance.
• Assist in empanelment of new vendors and develop relationships.
• Ensure compliance to Audit/RBI regulations.

Skills

Customer identification

Document collection

Data logging

Disbursement support

Cross-selling

Vendor empanelment

Regulatory compliance

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

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