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Customer Sales Executive - Two Wheeler Loans - Agra - Rajendra Point - CSE at Tata Capital

Agra, Uttar Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

17 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Identification, Document Collection, System Logging, Loan Disbursement, Sanction Ratio Fulfillment, Cross-Selling, Vendor Empanelment, Relationship Development, Regulatory Compliance

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 executive will assist the supervisor or manager in identifying potential business customers and ensuring the timely disbursement of loans while minimizing delinquency. Key tasks include collecting and validating customer documents, logging cases according to SOP, and meeting organizational sanction ratios.