Customer Service Executive - Personal Loans - Direct - Pune - Baner - CSE

Tata Capital

Pune District

On-site

INR 250,000 - 350,000

Full time

8 days ago

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Job summary

Tata Capital in India is seeking a qualified candidate for a role that supports customer onboarding, document collection, and disbursement processing under supervision. The incumbent will help identify prospects, validate documents, log cases, and ensure compliance with the organisation's SOPs and RBI regulations.

The position involves customer engagement, cross-selling of multiple products under guidance, vendor empanelment, and maintaining relationships.

Qualifications

Under Graduate/ Graduate in any discipline

Responsibilities

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.

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:

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