Want to get hired at Tata Capital?

Customer Service Executive - Business Loans

Tata Capital

IndiaOn Site

Original Job Summary

Customer Service Executive - Business Loans

Under the guidance of your Supervisor/Manager, you will identify potential business customers, collect and validate documents, log cases in the system following SOPs, and ensure sanction ratios are met as per organizational requirements.

You will also be responsible for meeting customer requirements, cross-selling multiple products, assisting with vendor empanelment and relationship development, and ensuring compliance with all audit and RBI regulations.

  • Identify potential business customers with supervisory help
  • Collect and validate documents as per organization norms
  • Log cases in the system and follow disbursement processes
  • Meet sanction ratios and cross-sell multiple products
  • Assist in vendor empanelment and maintain RBI compliance

Key skills/competency

  • Customer Identification
  • Document Validation
  • Case Logging
  • SOP Compliance
  • Sanction Fulfilment
  • Cross-selling
  • Vendor Relationship
  • Audit Compliance
  • RBI Regulations
  • Teamwork

How to Get Hired at Tata Capital

🎯 Tips for Getting Hired

  • Research Tata Capital's culture: Study their mission, values, and recent work.
  • Customize your resume: Highlight business loans and customer service skills.
  • Follow application guidelines: Adhere strictly to the job requirements.
  • Prepare for the interview: Review customer service scenarios and compliance cases.

📝 Interview Preparation Advice

Technical Preparation

Review SOP and case logging systems.
Familiarize with document validation software.
Study RBI and audit compliance guidelines.
Practice data entry and process management.

Behavioral Questions

Describe a time you solved a compliance issue.
Explain your approach to customer validation.
Discuss a situation managing multiple tasks.
Share an experience of working under supervision.