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Customer Sales Executive - Business loans - Direct - Durg - Uplabdhi Plaza at Tata Capital
Bhilai, Chhattisgarh, India -
Full Time

Start Date

Immediate

Expiry Date

18 Aug, 26

Salary

0.0

Posted On

20 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Business Loan Sales, Customer Identification, Document Validation, Loan Disbursement Process, Cross-selling, Vendor Empanelment, Regulatory Compliance, Relationship Management

Industry

Financial Services

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.  
Responsibilities
Identify potential business customers and manage the end-to-end loan disbursement process including document validation and system logging. Maintain sanction ratios, cross-sell products, and ensure compliance with RBI regulations and audit norms.