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Customer Sales Executive - Two Wheeler Loans - Jalandhar - PUDA Complex - C at Tata Capital

, Punjab, India -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Identification, Document Collection, Validation, System Logging, Loan Disbursement, Sanction Ratio Fulfillment, 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 executive will assist the supervisor or manager in identifying potential business opportunities and collecting/validating customer documents according to organizational norms. Key duties include logging cases, ensuring loan disbursement processes are followed, meeting sanction ratios, and cross-selling products.