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Customer Service Executive - Business Loans - Direct - Bareilly - Civil Lines - CSE
Own the end-to-end process to onboard customers for business loans and initiate disbursement
Bareilly, Uttar Pradesh, India
Entry Level
yesterday
Tata Capital
Provides consumer and business financing, wealth management, and investment services across retail, corporate, and infrastructure sectors in India.
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Job 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.
Qualifications:
Under Graduate/ Graduate in any discipline
Job Info:
- Job Identification 44747
- Posting Date 04/21/2026, 05:21 AM
- Locations 2nd Floor, 167-A, Civil Lines, Station Road, Bareilly, Bareilly, Uttar Pradesh, 243001, IN
- Apply Before 04/30/2026, 05:21 AM
- Job Schedule Full time
Customer Service Executive - Business Loans - Direct - Bareilly - Civil Lines - CSE
Bareilly, Uttar Pradesh, India
Customer Success
About Tata Capital
Provides consumer and business financing, wealth management, and investment services across retail, corporate, and infrastructure sectors in India.