Customer Service Executive - UCV Finance

Tata Capital; Angul; On-site; INR 200,000 - 300,000; Full time

Job summary

Tata Capital is seeking a proactive team member to support customer onboarding under supervision. You will collect and validate documents, log cases in the system, and assist in disbursement processes while meeting customer needs and cross-selling products.

Working under managerial guidance, you will also help empanel new vendors and ensure compliance with audit and RBI regulations. This role is suited for candidates in Odisha seeking growth in financial services.

Qualifications

• Basic understanding of banking processes and procedures.
• Ability to collect documents from customers and verify them as per norms.
• Willingness to learn and follow SOPs and RBI guidelines.

Responsibilities

• Identify customers for potential business with supervisor guidance.
• Collect and validate documents as per organizational norms.
• Log cases in the system and follow the disbursement process.
• Meet customer requirements and explore cross-sell opportunities.
• Assist in empanelment of new vendors and relationship development.
• Ensure compliance with Audit/RBI regulations with supervisor support.

Skills

Customer service

Documentation

Communication

MS Office

Tools

CRM system

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.

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.