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Customer Sales Executive - Two Wheeler Loans - Rajkot - Pinnacle - CSE - * at Tata Capital

Rajkot, gujarat, India -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

0.0

Posted On

28 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Identification, Document Collection, Document Validation, 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 managing the loan disbursement process according to standard operating procedures. Key duties include collecting and validating customer documents, meeting sanction ratios, cross-selling products, and developing vendor relationships.