Customer Service Executive - Personal Loans - Mix - Dehradun - Rajpur Road - CSE
Compensation
Not listed
Type
Full-time
Location
Dehradun, Uttarakhand, India
Posted
Apr 7, 2026
Requirements Summary
Candidates must hold at least an undergraduate degree in any discipline. The role requires the ability to follow standard operating procedures and work effectively under managerial direction.
Core Responsibilities
The role involves identifying potential loan customers, collecting and validating documentation, and ensuring compliance with organizational and RBI regulations. The executive will also assist in vendor empanelment and cross-selling products under the guidance of a supervisor.
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.