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

Bidhannagar, west bengal, India -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Loan Disbursement, Document Collection, Compliance, Cross-Selling, Vendor Management, Relationship Development, 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 assisting supervisors in identifying potential business, collecting and validating customer documents, and logging cases according to standard operating procedures for loan disbursement. Responsibilities also include meeting customer requirements, cross-selling products, and ensuring compliance with audit and RBI regulations.