Customer Sales Executive - Personal Loans
- Tata Capital
- West Bengal, India
Designation: Customer Service Executive (CSE) – Personal Loans
Department: Retail Assets / Personal Loans
Experience: Minimum 1+ Years
Qualification: Graduate in any discipline
Roles & Responsibilities :
- Company Representative:
Act as the company’s representative for Personal Loan products
- Customer Acquisition & Engagement:
Address customer inquiries, listen to their concerns, and provide accurate information regarding loan features, eligibility criteria, documentation, pricing, and applicable fees.
- Communication Channel:
Serve as an effective communication link between management, channel partners, and customers to ensure smooth coordination and timely resolution of queries.
- End to End ownership:
Coordinate with internal teams for timely login, processing, and disbursement of Personal Loan applications while maintaining turnaround time (TAT).
- Customer Satisfaction:
Ensure high levels of customer satisfaction by delivering quality service and gathering positive feedback after loan disbursement so that overall NPS increases for the product
Key Skills & Competencies:
Basic knowledge of Personal Loan products /Retail Lending
Customer‑centric approach
Ability to meet service and business targets
Skills
- Personal Loan Products
- Customer Acquisition
- Lead Generation
- Loan Disbursement Process
- Customer Relationship Management
- Documentation Verification
- Target Achievement



