Customer Service Executive - Personal Loans - SM - PL - Bengaluru - Krishna Tower - CSE

TATA Capital; Bengaluru; On-site; INR 350,000 - 520,000; Full time

Job summary

Tata Capital in Bengaluru is seeking an entry-level professional to assist on customer onboarding, document collection, and disbursement processes. You will log cases, meet customer needs, and cross-sell products under supervision.

The role also involves empanelment of vendors and ensuring compliance with Audit RBI regulations. An undergraduate or graduate degree is required, with opportunities to grow within financial services.

Qualifications

• Undergraduate or graduate in any discipline.

Responsibilities

• Identify customers for potential business.
• Collect documents from customers and validate as per 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.
• Empanel vendors and develop relationships with them.
• 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

Job Info

• Job Identification 48633