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Customer Sales Executive - Personal Loans

Designation: Customer Service Executive (CSE) – Personal Loans

Department: Retail Assets / Personal Loans

Experience: Minimum 1+ Years

Qualification: Graduate in any discipline

Roles & Responsibilities :

  1. Company Representative:

Act as the company’s representative for Personal Loan products

  1. Customer Acquisition & Engagement:

Address customer inquiries, listen to their concerns, and provide accurate information regarding loan features, eligibility criteria, documentation, pricing, and applicable fees.

  1. Communication Channel:

Serve as an effective communication link between management, channel partners, and customers to ensure smooth coordination and timely resolution of queries.

  1. End to End ownership:

Coordinate with internal teams for timely login, processing, and disbursement of Personal Loan applications while maintaining turnaround time (TAT).

  1. 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

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