JOB DETAILS
Customer Service Executive - Business Loans - Direct - Lucknow - Halwasiya Complex - CSE
CompanyTata Capital
LocationLucknow
Work ModeOn Site
PostedJuly 18, 2026
About The Company
Tata Capital Limited, a holistic financial services provider, caters to the diverse needs of retail, housing, SME, and corporate customers with a pan-India network of 1500+ branches. Its range of offerings includes Consumer Finance, Housing Finance, Commercial Finance, Cleantech Finance, Microfinance, Debt Syndication, Private Equity, and Credit Cards.
About the Role
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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. |
Key Skills
Customer ServiceBusiness Loan ProcessingDocument ValidationCross-sellingVendor ManagementRegulatory ComplianceLead IdentificationCase Logging
Categories
Finance & AccountingCustomer Service & SupportSales
Job Information
📋Core Responsibilities
The role involves identifying potential business customers and managing the end-to-end loan disbursement process. Responsibilities include document validation, cross-selling products, and ensuring compliance with RBI regulations.
📋Job Type
full time
📊Experience Level
0-2
💼Company Size
25358
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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