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Customer Sales Executive - Two Wheeler Loans - Shimla - Ish Niketan - CSE at Tata Capital

Shimla, Himachal Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Identification, Document Collection, Document Validation, Loan Disbursement, Cross-selling, Vendor Management, Relationship Management, Compliance, Audit Regulations, RBI Regulations, Data Entry

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 Customer Sales Executive is responsible for identifying potential loan customers, collecting and validating documentation, and managing the loan disbursement process. They also focus on cross-selling products, managing vendor relationships, and ensuring compliance with organizational and RBI regulations.