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Tata Capital
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Customer Service Executive - TPP (Insurance)

Customer Service Executive - TPP (Insurance)

Tata Capital

2 - 6 years

0 Lacs

maharashtra

Posted:2 months ago| Platform: Shine logo

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Skills Required

relationship development compliance management customer identification document validation case logging disbursement process sanction ratio fulfilment crossselling vendor empanelment

Work Mode

On-site

Job Type

Full Time

Job Description

**Job Description:** You will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business with the assistance of your Supervisor/Manager. - Collect documents from customers and validate them according to the organization's norms. - Log cases in the system following standard operating procedures (SOP) and adhere to the disbursement process. - Achieve the sanction ratio as per the organization's requirements. - Meet customer requirements and cross-sell multiple products under the guidance of your Supervisor/Manager. - Assist in empanelling new vendors and developing relationships with them under the guidance of your Manager/Supervisor. - Ensure compliance with all Audit/RBI regulations with the help of your Manager/Supervisor. **Qualifications Required:** - Relevant experience in a similar role. - Strong understanding of financial products and services. - Good communication and interpersonal skills. - Ability to work efficiently under supervision. - Knowledge of compliance with Audit/RBI regulations is a plus.,

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Tata Capital

Financial Services

Mumbai Maharashtra

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Customer Service Executive - TPP (Insurance)