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Customer Sales Executive - Personal Loans - SM - PL - Mumbai - Neelyog Squa at Tata Capital

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

23 May, 26

Salary

0.0

Posted On

22 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Identification, Document Collection, Validation, System Logging, Process Follow-up, Disbursement, Sanction Ratio Fulfillment, Customer Requirement Meeting, Cross-selling, Vendor Empanelment, Relationship Development, Compliance Assurance

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

The role involves identifying potential business customers and collecting/validating necessary documents under supervisory guidance. Responsibilities also include logging cases according to SOPs, ensuring loan disbursement processes are followed, and meeting organizational sanction ratios.