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Customer Service Executive - Personal Loans - Channel - Kolkata - Srijan Te at Tata Capital

Bidhannagar, west bengal, India -

Full Time

Start Date

Immediate

Expiry Date

02 Jul, 26

Salary

0.0

Posted On

03 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Document Validation, Loan Disbursement, Cross-selling, Vendor Management, Compliance, Audit Regulations, Relationship Management, Data Entry, SOP 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 identifying potential business, collecting and validating customer documents, and managing the loan disbursement process. Additionally, the executive will assist in vendor empanelment and ensure compliance with audit and RBI regulations.