Job Description:

- Handle inbound and outbound customer interactions related to personal loan inquiries, applications, eligibility, documentation, disbursement, repayment schedules, and post-loan support while ensuring a qualified and customer-centric experience.
- Guide prospective and existing customers through the end-to-end personal loan application process by explaining product features, interest rates, repayment options, eligibility criteria, and required documentation with clarity and accuracy.
- Coordinate with sales, credit, underwriting, operations, and verification teams to facilitate timely processing of loan applications, resolve customer concerns, and ensure smooth loan disbursement.
- Verify customer information and documentation in accordance with organizational policies, regulatory requirements, and internal compliance standards while maintaining complete confidentiality of customer data.
- Track application status, provide regular updates to customers, address service requests,



manage escalations professionally, and ensure all customer queries are resolved within defined turnaround times and service level agreements.
- Maintain accurate records of customer interactions, application details, complaints, feedback, and follow-up activities using CRM systems and other business applications to ensure proper documentation and reporting.
- Promote relevant financial products and value-added services whenever appropriate, identify cross-selling opportunities, and contribute to customer retention and overall business growth while maintaining high ethical standards.
- Stay updated on personal loan products, banking policies, RBI guidelines, company procedures, digital platforms, and customer service best practices to consistently deliver excellent service quality and achieve operational performance targets.

📌 Customer Service Executive - Personal Loans (Tamil Nadu)
🏢 Tata Capital
📍 Tamil Nadu