Customer Service Executive - Personal Loans - SM - PL - Vapi - Tulsi Sonorous - CSE

Tata Capital

Vapi

On-site

INR 300,000 - 420,000

Full time

4 days ago
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Job summary

Tata Capital in Vapi, Gujarat is seeking a candidate to support customer acquisition and loan processing under supervision. You will collect documents, validate them, log cases in the system, and assist with disbursement steps while ensuring compliance with internal SOPs and RBI regulations.

The role involves meeting customer requirements, cross-selling multiple products, and assisting in empaneling new vendors.

Qualifications

  • Undergraduate or graduate in any discipline.

Responsibilities

  • Identify customers for potential business with guidance from supervisor/manager.
  • Collect documents from customers and validate as per organization norms.
  • Log the case 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 new vendors with help of Manager/Supervisor and develop relationships.
  • Ensure compliance to all Audit/RBI regulations with supervisor guidance.

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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