Customer Sales Executive - Two Wheeler Loans - Patna - Parth Ashtha - CSE
Requirements Summary
The role requires an undergraduate or graduate degree in any discipline to support loan disbursement activities while minimizing delinquency. Key duties involve ensuring compliance with all audit and RBI regulations under managerial guidance.
Core Responsibilities
The executive will assist the supervisor in identifying potential business customers, collecting and validating required documents, and logging cases according to standard operating procedures for loan disbursement. Responsibilities also include meeting customer requirements, cross-selling products, and developing vendor relationships.
Key Skills
Company Information
- Industry: Financial Services
- Company Size: 5,001-10,000 employees
- Type: Privately Held
- Specialties: Consumer Loans, Commercial Finance, Home Loans, Advisory Services, Credit Cards, and Cleantech Finance
Full Job Description
Perform the following under the guidance/direction of Supervisor/Manager • With help of Supervisor/ Manager, Identify the customers for protentional Business • Collect the documents from Customers and validate as per the organization norms • Logging the case in the system as per SOP and follow the process for disbursement. • Fulfil - the Sanction ratio as per organisation requirement • Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. • With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them • With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.