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Customer Service Executive - Personal Loans - Direct - Mumbai - Neelyog Squ at Tata Capital

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Identification, Document Collection, System Logging, Process Following, Disbursement, Sanction Ratio Fulfillment, Customer Requirement Meeting, Cross-Selling, Vendor Empanelment, Relationship Development, Compliance Assurance, 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 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 SOPs. Responsibilities also involve meeting customer needs, cross-selling products, and ensuring compliance with audit and RBI regulations.