Customer Service Executive - Personal Loans - Direct

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

Job summary

Tata Capital in India seeks a proactive candidate to work under the guidance of a Supervisor/Manager in Khordha, Odisha. The role involves identifying customers for potential business, collecting and validating documents, and logging cases in the system to facilitate disbursement.

You will also aim to meet customer requirements and cross-sell multiple products, under supervision. Additionally, you will assist in empanelment of new vendors and building relationships, while ensuring adherence to

Qualifications

• Education: Under Graduate/Graduate in any discipline.
• Strong communication and listening skills.
• Willingness to learn and work under supervision.

Responsibilities

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

Skills

Customer outreach

Sales skills

Documentation

Communication

Education

Under Graduate/ Graduate in any discipline

Tools

CRM systems

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