Customer Service Executive

3 days ago


Pune India Tata Mutual Fund Full time

Job Description

Job Description

Key Objective of the Job:

A CSEwho effectively manage DSE interactions, channel partners and the open market. BDM's responsibilities also include to collaborate with internal stakeholders, including operations & credit teams to ensure efficient loan application processing.

Key Deliverables:

Lead Generation

- Generate leads for UCV deals through interactions with DSE or through channel partners/open market.

Customer Relationship Management

- End to end customer relationship management including explaining product offerings and resolving sales queries.
- Cross-selling product offerings to customers.
- Educates customers with information to build their understanding of issues and capabilities.
- Goes beyond their day-to-day work to assist customers in a positive manner.

Dealer Relationship Management

- Maintaining relationship with assigned dealer.

Deal Processing

- Collecting all pre-sanction and post sanction documents and performing accurate data entries (RSPM, SAGE etc)

Internal Stakeholder Management

- Interact with operations and credit team in order to ensure smooth processing of loan application.

Education Qualification:

Undergraduate/Graduate in any stream.

Commerce Graduate preferred.

Specialized job competencies:

Functional Competencies

- Communication Skill
- Negotiation Skill
- Market/Industry Knowledge
- Analytical Skill
- Product Knowledge

Behavioral Competencies

- Execution Excellence
- Customer Centricity

Hiring Parameters:

- Candidates from commerce graduate stream preferred.
- Should be comfortable to move in the market.
- Should have learning attitude.
- Should have bike and license.
- Good knowledge of RTO (UV)
- Should have Product Knowledge (UV)



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