Customer Service Executive - Two Wheeler Loans

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

Job summary

Tata Capital in Bengaluru is seeking personnel to support frontline sales and loan processes under supervisor guidance. Responsibilities include gathering and validating customer documents, logging cases, and assisting with disbursement processes to meet sanctions and regulatory requirements.

The role emphasizes customer need fulfilment, cross-selling multiple products, and building vendor relationships under managerial guidance to ensure smooth operations and compliance with applicable RBI

Qualifications

• Collect documents from customers and validate as per organisation norms.
• Log cases in the system as per SOP and follow the process for disbursement.
• Meet customer requirements and cross-sell multiple products under supervision.

Responsibilities

• Identify customers for potential business with help of Supervisor/Manager.
• Validate customer documents as per organization norms.
• Log cases in the system as per SOP and pursue disbursement process.
• Fulfim the sanction ratio as per organisation requirement.
• Meet customer requirements and cross-sell multiple products under guidance.
• Empanel new vendors and develop relationships with them with Manager/Supervisor help.
• Ensure compliance to all Audit / RBI regulations with Manager/Supervisor guidance.

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.