Customer Service Executive - Personal Loans - Mix - Hubli - Central Building - CSE

Tata Capital; Dharwad District; On-site; INR 167,000 - 301,000; Full time

Job summary

Tata Capital in Dharwad district, Karnataka, invites applications for a role focused on assisting customers with getting financial services. You will identify prospects, collect documents, log cases in the system, and help ensure timely disbursement while cross-selling products under supervision.

The position emphasizes compliance with audit and RBI regulations and vendor relationship development under guidance.

Qualifications

• Undergraduate or graduate degree in any discipline.

Responsibilities

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

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: