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Customer Service Executive - Business Loans - Direct - Bareilly - Civil Lin at Tata Capital

Bareilly, Uttar Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Identification, Document Collection, Validation, System Logging, Process Adherence, Sanction Ratio Fulfillment, Customer Requirement Meeting, Cross-Selling, Vendor Empanelment, Relationship Development, Compliance Assurance, Audit Regulation Adherence, RBI Regulation Adherence

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 assisting the supervisor or manager in identifying potential business customers and managing the loan disbursement process, which includes collecting and validating necessary documentation according to organizational norms. Responsibilities also cover meeting sanction ratios, cross-selling products, developing vendor relationships, and ensuring adherence to all audit and RBI regulations.