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Customer Service Executive - Personal Loans - Channel - Pune - Baner - CSE at Tata Capital

Pune, maharashtra, 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, Validation, System Logging, Process Following, Disbursement, Sanction Ratio Fulfillment, Cross-selling, Vendor Empanelment, Relationship Development, Compliance, 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 identifying potential business customers, collecting and validating necessary documents, and logging cases according to SOPs to facilitate loan disbursement under supervisory guidance. Responsibilities also include meeting customer requirements, cross-selling products, and ensuring compliance with audit and RBI regulations.