Customer Service Executive - Personal Loans - Direct - Mumbai - Neelyog Square - CSE

Tata Capital; Maharashtra; On-site; INR 250,000 - 450,000; Full time

Job summary

Tata Capital is seeking personnel to work under the guidance of a Supervisor/ Manager to identify customers for business opportunities, collect and validate documents, log cases in the system, and support disbursement processes. The role involves satisfying sanction requirements, cross-selling multiple products, and developing vendor relationships while ensuring RBI/regulatory compliance.

This position offers exposure to financial services operations and will involve working with supervisors to

Responsibilities

• With help of Supervisor/ Manager, Identify the customers for potential 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.

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.