Customer Service Executive - Two Wheeler Loans

Tata Capital; Banswara; On-site; INR 300,000 - 450,000; Full time

Job summary

Tata Capital is seeking a role that supports the onboarding and financing process under supervision. You will identify potential customers, collect and validate documents, log cases in the system, and help ensure sanction ratios while cross-selling products when appropriate.

Under guidance, you will also assist in vendor empanelment and ensure compliance with Audit and RBI regulations in day-to-day tasks.

Qualifications

• Identify customers for potential business under guidance from supervisor/manager.
• Collect and validate documents as per organizational norms.
• Log cases in the system per SOP and follow the disbursement process.
• Fulfil the sanction ratio as per organisation requirement.
• Meet customer requirements and cross-sell multiple products under supervision.

Responsibilities

• Identify customers for potential business with supervisor/manager guidance.
• Collect and validate documents from customers as per norms.
• Log cases in the system as per SOP and track disbursement progress.
• Ensure sanction ratio aligns with organisation requirements.
• Assist in empanelment of new vendors and develop relationships under supervision.
• Adhere to Audit/RBI regulations in daily activities.

Skills

Customer identification

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.