Customer Service Executive - Secured Business Loans - Rajkot - Pinnacle - C at Tata Capital
Rajkot, gujarat, India -
Full Time


Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

0.0

Posted On

05 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Business Loan Processing, Document Validation, Cross-selling, Vendor Management, Regulatory Compliance, Lead Identification, Loan Disbursement

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 and managing the end-to-end loan disbursement process, including document validation and system logging. Additionally, the executive is responsible for cross-selling products, managing vendor relationships, and ensuring compliance with RBI regulations.
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