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Customer Service Executive - TPP (insurance) - Pune - Baner - CSE

Assist customers with insurance document collection and validation processes

Pune, Mahārāshtra, India

2 days ago

Provides consumer and business financing, wealth management, and investment services across retail, corporate, and infrastructure sectors in India.

Finance Investing Payments

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Customer Success Technical Support

Job Title

Perform the following under the guidance/direction of Supervisor/Manager

• With help of Supervisor/ Manager, Identify the customers for potential 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 organization 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.

Under Graduate/ Graduate in any discipline

Job Identification 38370

Locations 9th Floor, IRIZ, Baner Pashan Link Road, Pune, Pune, Maharashtra, 411045, IN

Apply Before 01/03/2026, 06:15 AM

Job Schedule Full time

Pune, Mahārāshtra, India

Customer Success

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Provides consumer and business financing, wealth management, and investment services across retail, corporate, and infrastructure sectors in India.