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Customer Service Executive - Personal Loans - Mix - Dehradun - Rajpur Road at Tata Capital

Dehradun, Uttarakhand, India -

Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

0.0

Posted On

17 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Loan Disbursement, Document Validation, Cross-selling, Vendor Management, Compliance, Audit Support, 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 loan customers, collecting and validating documentation, and logging cases according to standard operating procedures. Additionally, the executive will assist in vendor empanelment and ensure compliance with audit and RBI regulations.