Customer Service Executive - Personal Loans

Tata Capital Finance Ltd; Lucknow; On-site; INR 200,000 - 280,000; Full time

Job summary

Tata Capital Finance Ltd in Lucknow (Halwasiya Complex) invites application for a Customer Service Executive - Personal Loans in Channel. The role operates under the guidance of a Supervisor/Manager to identify prospects and support loan processing.

You will collect documents, validate them, log cases in the system, and assist with disbursement, sanction ratios, and cross-selling while ensuring RBI/compliance guidelines are followed.

Qualifications

• Experience in customer service or lending domain is a plus.

Responsibilities

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

Skills

Customer service

Communication

Job description

Customer Service Executive - Personal Loans - Channel - Lucknow - Halwasiya Complex - 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.