Customer Service Executive - Personal Loans - Core Connect Top Location - Vijayawada - Punnaiah And Vajramma Complex - CSE

Tata Capital; NTR; On-site; INR 250,000 - 350,000; Full time

Job summary

Tata Capital in India is seeking a graduate or undergraduate to support field sales and customer onboarding under supervision. You will identify potential customers, collect and validate documents, and log cases in the system to enable disbursement.

The role involves meeting customer requirements, cross-selling multiple products under guidance, and assisting in empanelment of new vendors while ensuring compliance with audit and RBI regulations.

Qualifications

• Under Graduate/Graduate in any discipline.
• Basic literacy in documentation and process logging.
• Willingness to work under supervision.

Responsibilities

• Identify potential customers for business under guidance.
• Collect and validate documents according to norms.
• Log cases in the system and support disbursement process.
• Meet customer requirements and cross-sell products under supervision.
• Assist in empanelment of new vendors and build relationships.
• Ensure compliance with audit and RBI regulations.

Skills

Customer identification

Document collection

SOP adherence

Disbursement process

Cross-selling

Vendor empanelment

Regulatory compliance

Education

Under Graduate/ 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: