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Customer Service Executive - New Car Loans - Lucknow - Halwasiya Complex - at Tata Capital

Lucknow, Uttar Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

17 Jul, 26

Salary

0.0

Posted On

18 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Loan Disbursement, Document Verification, Compliance, Cross-selling, Vendor Management, Relationship Management, Data Entry, SOP Adherence, Audit Support

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 Service Executive is responsible for identifying potential loan customers, collecting and validating documentation, and ensuring the disbursement process follows organizational SOPs. They also assist in vendor empanelment and maintain compliance with audit and RBI regulations.