Customer Service Executive - Two Wheeler Loans

Tata Capital; Hubli; On-site; INR 300,000 - 420,000; Full time

Job summary

Tata Capital in Hubli, India seeks a diligent professional to support customer onboarding and loan processes under supervision. You will identify potential customers, collect and validate documents, log cases in the system, and help ensure sanctions ratios meet organisation requirements.

You will work with supervisors to meet customer requirements, cross-sell products, and assist with vendor empanelment while ensuring adherence to audit and RBI regulations.

Qualifications

• Assist in customer onboarding and required documentation under supervision.
• Support disbursement processes and ensure compliance with standard operating procedures.

Responsibilities

• Identify potential customers for business growth with guidance from supervisor/manager.
• Collect and validate customer documents per organization norms.
• Log cases in the system and follow through with disbursement processes.
• Meet sanction ratio requirements as per organization policy.
• Assist in cross-selling multiple products under supervision.
• Empanel vendors and develop relationships with them under guidance.
• Ensure compliance with audit and RBI regulations.

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.