Customer Service Executive - Two Wheeler Loans

Tata Capital; Ujjain; On-site; INR 180,000 - 300,000; Full time

Job summary

Tata Capital in Madhya Pradesh invites applications for a role supporting loan disbursement activities. The candidate will assist supervisors in processing disbursements, gather and validate customer documents, and log cases in the SOP-compliant system.

Emphasis on meeting sanction ratios and cross-selling financial products. The position requires flexibility to work under guidance, with focus on customer onboarding and adherence to regulatory norms.

Qualifications

• Undergraduate/Graduate in any discipline.

Responsibilities

• Assist the Supervisor/Manager with loan disbursement processes to maintain low delinquency.
• Identify customers for potential business.
• Collect documents from customers and validate per organizational norms.
• Log cases in the system as per SOP and follow the disbursement process.
• Fulfill sanction ratio per organization requirements; assist in meeting customer needs and cross-sell multiple products.
• Empanel new vendors and develop relationships; coordinate with Supervisor/Manager for approvals.
• Ensure compliance with Audit/RBI regulations with guidance from Manager/Supervisor.

Skills

Customer outreach

Cross-selling

Communication

Education

Undergraduate/Graduate in any discipline

Job description

Description.

txt Qualification.

txt Responsibilities.

txt To help the Supervisor / Manager for the disbursement of Loans with minimum delinquency.

Under Graduate/ Graduate in any discipline 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.