Customer Service Executive - Personal Loans - Channel - Lucknow - Halwasiya Complex 7th Floor - CSE

Tata Capital; Lucknow; Sur place; INR 260 000 - 520 000; Plein temps

Résumé du poste

Tata Capital is seeking a candidate to identify customers for potential business, collect and validate documents, and log cases for disbursement. The role includes achieving sanction targets and cross-selling multiple products, with guidance from supervisory staff. You will also assist in empanelment of new vendors and ensure RBI compliance.

The position requires graduates in any discipline and offers exposure to banking products and customer onboarding processes in a dynamic environment.

Qualifications

• Identify customers for potential business.
• Collect documents from customers and validate as per organisation norms.
• Log cases in the system as per SOP and support disbursement process.
• Meet customer requirements and cross-sell multiple products under supervision.
• Assist with empanelment of new vendors and build relationships with them.
• Ensure compliance with Audit and RBI regulations.

Responsabilités

• Identify customers for potential business under guidance.
• Collect and validate customer documents as per norms.
• Log cases in the system and support disbursement process.
• Aim to meet sanction targets while following guidelines.
• Cross-sell products by meeting customer requirements under supervision.

Connaissances

Customer identification

Cross-selling

Vendor empanelment

Audit/compliance awareness

Formation

Under graduate / graduate in any discipline

Description du poste

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.

Qualifications

Under Graduate/ Graduate in any discipline

Requirements