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Customer Service Executive - Personal Loans

Tata Capital

Gujarat, IndiaOn Site

Original Job Summary

Customer Service Executive - Personal Loans

Under the guidance of the Supervisor/Manager, this role involves identifying potential customers for personal loans, collecting and validating customer documents, logging cases as per SOP, and following processes for disbursement.

Key Responsibilities

  • Identify customers for potential business opportunities.
  • Collect and validate documents as per organizational norms.
  • Log cases in the system following SOP and disbursement process.
  • Fulfill the sanction ratio requirement.
  • Meet customer requirements and cross-sell multiple products.
  • Assist in empanelment of new vendors and develop relationships.
  • Ensure compliance to all Audit and RBI regulations.

Key skills/competency

  • Customer Service
  • Personal Loans
  • Document Handling
  • Compliance
  • Audit
  • RBI Regulations
  • Cross-Selling
  • Vendor Management
  • Disbursement
  • Process Adherence

How to Get Hired at Tata Capital

🎯 Tips for Getting Hired

  • Research Tata Capital's culture: study their mission, values, and news updates.
  • Customize your resume: highlight customer service and compliance skills.
  • Prepare examples: detail document handling and process adherence.
  • Practice interview scenarios: focus on personal loans and vendor management.

📝 Interview Preparation Advice

Technical Preparation

Review standard operating procedures.
Familiarize with document management systems.
Study audit and RBI guidelines.
Understand loan disbursement processes.

Behavioral Questions

Describe customer conflict resolution experience.
Explain document validation challenges faced.
Detail teamwork during compliance tasks.
Share experiences meeting performance goals.