Customer Service Executive - UCV Finance

Tata Capital; Pune District; On-site; INR 300,000 - 500,000; Full time

Job summary

Tata Capital is seeking personnel to support customer acquisition and documentation processes. Under supervision, you will identify potential customers, collect and validate documents, log cases in the system, and assist with disbursement procedures.

You will aim to meet customer requirements while cross-selling products and developing vendor relationships, all under RBI/compliance guidelines. The role involves coordinating with supervisors to ensure sanctions are in line with organizational

Responsibilities

• With help of Supervisor/ Manager, Identify the customers for potential 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.

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.