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Customer Service Executive - Loan Against Property

Tata Capital

Udaipur, Rajasthan, IndiaOn Site

Original Job Summary

Customer Service Executive - Loan Against Property

The role involves performing tasks under the guidance of a Supervisor/Manager to drive the loan against property business.

Key Responsibilities

  • Identify potential customers with supervisor/manager support.
  • Collect and validate customer documents as per norms.
  • Log cases in system following SOP and disbursement process.
  • Meet sanction ratios as per organizational requirements.
  • Address customer requirements and cross-sell multiple products.
  • Assist in vendor empanelment and relationship development.
  • Ensure compliance with Audit/RBI regulations with supervision.

Key skills/competency

  • Customer Identification
  • Document Verification
  • SOP Compliance
  • Cross-selling
  • Vendor Management
  • Audit Compliance
  • RBI Regulations
  • Team Coordination
  • Process Adherence
  • Relationship Building

How to Get Hired at Tata Capital

🎯 Tips for Getting Hired

  • Customize resume: Highlight customer service and compliance skills.
  • Research Tata Capital: Review company mission and values.
  • Follow application tips: Ensure alignment with role requirements.
  • Practice interview insights: Prepare examples of document validation tasks.

📝 Interview Preparation Advice

Technical Preparation

Review company SOPs and process flow.
Familiarize with document verification tools.
Brush up on basic compliance software.
Understand data entry systems used.

Behavioral Questions

Describe a document challenge you solved.
Explain teamwork in a compliance scenario.
How do you manage multiple tasks?
Detail adapting to new SOP changes.