Customer Service Executive

Customer Service Executive Role Overview

We are looking for a motivated Customer Service Executive to support our Vehicle Finance operations. This role focuses on assisting customers through the loan process, maintaining dealer relationships, and ensuring smooth coordination with internal teams to enhance the overall service experience.

Roles & Responsibilities Lead Handling & Support

1. Work closely with DSEs and channel partners to generate and manage leads. 2. Engage with walk-in or referred customers to support deal closures.

Customer Service & Interaction

1. Provide complete assistance to customers by explaining product features and resolving sales-related queries. 2. Educate customers on processes, documentation, and eligibility to help them make informed decisions. 3. Cross-sell suitable products whenever relevant.

Dealer Coordination

1. Maintain consistent communication and strong relationships with assigned dealers to ensure smooth operations.

Documentation & Loan Processing

1. Collect and verify both pre-sanction and post-sanction documents. 2. Perform accurate data entry in internal systems such as RSPM and SAGE. 3. Support customers throughout the application and approval process.

Internal Team Collaboration

1. Coordinate with operations and credit teams to expedite loan processing. 2. Share required information and follow up to ensure timely completion of customer applications.

Performance Metrics

1. Loan units disbursed 2. First EMI support and resolution 3. Effective RC (Registration Certificate) collection

Education & Experience

1. Any graduate 2. 0-2 years of experience in vehicle sales/ Auto Loans.

Skills Needed

1. Excellent communication and negotiation abilities 2. Basic understanding of the market and vehicle finance processes 3. Strong analytical thinking and product knowledge 4. Customer-first mindset and high execution capability

Additional Requirements

1. Ability to travel for field activities 2. Two-wheeler and valid driving license required 3. Familiarity with RTO procedures is a plus 4. Positive attitude with willingness to learn and adapt.