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Customer Relationship Executive - Financial Inclusion - Sales

Tata Capital

IndiaOn Site

Original Job Summary

Job Description

The Customer Relationship Executive at Tata Capital focuses on achieving business targets by acquiring and maintaining new client relationships. The role involves sales promotion, client relationship building, and ensuring compliance with Audit and RBI regulations.

Key Responsibilities

  • Identify target areas for prospective business.
  • Pre-screen customer segments according to organizational norms.
  • Ensure the number of logins along with disbursement targets.
  • Achieve high customer satisfaction through proactive engagement and cross-selling multiple products.
  • Execute sales promotion activities to build customer interest in the Tata Capital Financial Services Limited brand.
  • Develop and maintain strong internal and external client relationships.
  • Ensure vendor empanelment and develop relationships with new vendors.
  • Develop strong distribution channels.
  • Ensure compliance to all Audit and RBI regulations.

Key skills/competency

  • sales
  • customer relationship
  • client acquisition
  • compliance
  • vendor management
  • distribution
  • promotion
  • cross-sell
  • RBI
  • audit

How to Get Hired at Tata Capital

🎯 Tips for Getting Hired

  • Research Tata Capital's culture: Study mission, values, and client testimonials.
  • Customize your resume: Highlight sales and compliance achievements.
  • Network actively: Connect with current employees on LinkedIn.
  • Prepare for interviews: Practice role-specific scenarios and answers.

📝 Interview Preparation Advice

Technical Preparation

Review sales software and CRM tools.
Practice data analysis for target segmentation.
Learn basic compliance and audit standards.
Familiarize with vendor management systems.

Behavioral Questions

Describe a challenging sales experience.
Explain your client relationship strategy.
Talk about handling compliance issues.
Discuss teamwork in vendor management.