Visit clients to explain loan offerings and complete documentation Maintain strong follow-ups with leads and ensure smooth conversion Build and nurture long-term customer relationships to retain and grow client base
Need to be able to communicate and deal with customer negotiation Will be tasked to collect and proceed with data entry of customer information
Make outbound calls to promote NBFC(Tata Capital) products like Personal & Business Loans, Credit Cards, Insurance, and Education Loans. Generate leads, explain product details, assist in applications, maintain client records on CRM, resolve queries professionally, and escalate issues when required to ensure smooth tele sales operations.
Customer Service Executive Role Summary The Customer Service Executive will act as a key point of contact for customers, ensuring smooth communication, efficient issue resolution, and high-quality service delivery. The position involves coordinating with internal and external stakeholders to support customers throughout the service journey. Main Responsibilities Customer Service Handling 1. Engage with customers to understand their needs, provide product details, and clarify service-related queries. 2. Ensure prompt and accurate resolution of concerns to enhance overall customer satisfaction. 3. Offer clear guidance to customers on procedures, documentation, and service expectations. Lead Assistance & Conversion Support 1. Work closely with sales teams and partners to manage incoming leads effectively. 2. Support the conversion process by following up with prospects and addressing any service or product-related doubts. Customer & Dealer Relationship Coordination 1. Maintain strong, positive interactions with customers and dealership partners to facilitate smooth service operations. 2. Assist partners by providing accurate information and helping streamline the customer journey. Documentation & Data Management 1. Collect, verify, and manage customer documents for various pre- and post-service requirements. 2. Perform accurate entries in internal systems to ensure data consistency and error-free processing. Internal Team Collaboration 1. Coordinate with credit, operations, and other internal departments to ensure timely processing of applications or service requests. 2. Escalate issues when required to ensure faster resolutions and uninterrupted customer service. Performance Indicators 1. Speed and accuracy of query resolution 2. Quality of customer interactions 3. Timely completion of documentation and service processes 4. Coordination efficiency with internal teams 5. Customer satisfaction and feedback scores Eligibility 1. Graduate in any discipline 2. 0–2 years of experience only in vehicle sales Key Skills & Competencies Technical/Functional Skills 1. Strong verbal communication 2. Ability to negotiate and handle objections professionally 3. Understanding of financial products or willingness to learn 4. Basic analytical capability 5. Good product and process awareness Behavioral Competencies 1. Strong customer focus 2. Reliable task execution 3. Positive attitude and willingness to take initiative Other Requirements 1. Comfortable with field visits when needed 2. Quick learner with adaptability 3. Must have a two-wheeler and driving license 4. Familiarity with RTO processes and documentation is an advantage
Job Description: Customer Service Executive – Vehicle Finance Title: Customer Service Executive Level: Executive Department: Sales Section: Vehicle Finance Reports to: Sales Manager Location: On-field role Job Purpose The Customer Service Executive is responsible for driving vehicle loan business by generating leads, managing customer relationships, coordinating with channel partners, and ensuring smooth loan processing. The role focuses on revenue generation, customer satisfaction, and dealer engagement. Key Responsibilities 1. Lead Generation * Generate leads through DSEs, channel partners, dealers, and open market activities * Identify potential customers in the assigned territory 2. Customer Relationship Management * Manage end to end customer interactions from lead stage to loan disbursement * Explain product features, eligibility, documentation requirements, and address customer queries * Cross sell relevant financial products * Provide proactive support to customers and build long term trust 3. Dealer Relationship Management * Maintain and strengthen working relationships with assigned dealers * Ensure timely lead flow and coordination between dealers and internal teams 4. Deal Processing * Collect and verify all pre sanction and post sanction documents * Ensure accurate data entry on internal systems such as RSPM and SAGE * Coordinate with operations and credit teams for smooth processing of loan applications 5. Internal Stakeholder Coordination * Work closely with credit, operations, and sales teams to ensure timely disbursal * Resolve documentation, verification, or compliance issues promptly Key Performance Indicators (KPIs) Vehicle Loan Units Disbursed First EMI Resolution RC Collection Timeliness Eligibility Criteria * Education: Any Graduate * Age: Maximum 35 years * Experience: 0 to 2 years, must have experience in Vehicle Loans or Vehicle Sales * Driving License: Must have a valid Driving License or Learning License * CIBIL Score: Minimum 650 * Two wheeler: Mandatory * Comfortable with field work Skills and Competencies Functional Skills * Strong communication and negotiation * Understanding of vehicle finance and RTO processes * Market and industry knowledge * Basic analytical abilities * Product knowledge in auto loans Behavioral Competencies * Customer centricity * Execution excellence * Learning mindset * Ownership and responsibility Hiring Parameters * Must be comfortable with market visits and on field interactions * Should have good knowledge of RTO processes * Ability to manage dealer and customer relationships effectively * Learner mindset and willingness to grow in sales function * Valid bike and license mandatory https://rise.getwork.ai/live-jobs/404?utm_source=liveroomdetailpage&utm_medium=apna&utm_campaign=apna&utm_term=404&utm_content=banner