Customer Service Executive - Personal Loans - Direct

Tata Capital; Ganjam; On-site; INR 180,000 - 240,000; Full time

Job summary

Tata Capital is seeking a candidate to work under guidance to identify potential customers, collect and validate documents, and process disbursement in line with SOPs. The role includes meeting customer needs and cross-selling products, while ensuring compliance with Audit and RBI regulations.

Undergraduate or graduate candidates from any discipline are welcome to apply, with training provided under supervision.

Qualifications

• Undergraduate or graduate degree in any discipline.

Responsibilities

• Identify customers for potential business with guidance from Supervisor/Manager.
• Collect documents from customers and validate as per organization norms.
• Log cases in the system as per SOP and follow the process for disbursement.
• Fulfil the sanction ratio as per organisation requirement.
• Meet customer requirements and cross-sell multiple products under supervision.
• With Manager/Supervisor, empanel new vendors and develop relationships with them.
• With Manager/Supervisor, ensure compliance with Audit/RBI regulations.

Education

Under Graduate/ Graduate in any discipline

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.

Under Graduate/ Graduate in any discipline