Customer Service Executive - Personal Loans - Digital Channel - Bhubaneshwar - A P Tower - CSE

Tata Capital; Khordha; On-site; INR 250,000 - 420,000; Full time

Job summary

Tata Capital in Odisha is seeking an entry-level professional to work under supervision, identify potential customers, and collect documents while logging cases in the system to support disbursement processes.

You will meet customer needs, cross-sell multiple products, assist in empanelment of new vendors, and ensure compliance with RBI regulations under guidance.

Qualifications

• Graduate/Undergraduate in any discipline.
• Willing to work under supervision to identify potential customers.
• Collect documents from customers and validate as per norms.
• Log cases in the system and support disbursement process.
• Meet customer requirements and cross-sell multiple products.
• Assist in empanelment of new vendors and compliance with RBI regulations.

Responsibilities

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

Skills

Customer outreach

Document collection

SOP logging

Cross-selling

Vendor empanelment

Regulatory compliance

Education

Undergraduate/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