Customer Service Executive - Personal Loans - Core Connect Top Location - Bhubaneshwar - Samantarapur - CSE

Tata Capital; Khordha; On-site; INR 300,000 - 540,000; Full time

Job summary

Tata Capital in Odisha is seeking a frontline officer to engage customers, gather documents, and process disbursement steps under supervision. You will identify potential customers, log cases in the system, and ensure compliance with RBI regulations while cross-selling multiple products and building vendor relationships.

This role offers growth in a dynamic finance environment with guidance from supervisors.

Qualifications

• Undergraduate or graduate in any discipline.

Responsibilities

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

Skills

Customer outreach

Documentation handling

SOP logging

Cross-selling

Vendor empanelment

Regulatory compliance

Education

Undergraduate or Graduate in any discipline

Job description

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