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Customer Service Executive - Personal Loans - Core Connect - Top Location - at Tata Capital

Lucknow, Uttar Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

28 May, 26

Salary

0.0

Posted On

27 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Document Collection, System Logging, Process Adherence, Sanction Ratio Fulfillment, Cross-Selling, Vendor Empanelment, Relationship Development, Regulatory Compliance, Audit Compliance, RBI Regulations

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 executive will assist the supervisor or manager in identifying potential business opportunities and managing the loan disbursement process, which includes collecting and validating customer documents and logging cases according to standard operating procedures. Responsibilities also involve meeting customer requirements, cross-selling products, developing vendor relationships, and ensuring adherence to all audit and RBI regulations.