Job Description (JD) - Customer Service Executive (CSE) | Business LoansPosition: Customer Service Executive (CSE) - Business Loans

Qualification: HSC (12th Pass) Mandatory

Experience: Minimum 6 Months of Direct Sales / Mixed Sales Experience (BFSI preferred)

- Key ResponsibilitiesConnect with customers and explain business loan products.
- Generate leads and identify potential customers.
- Understand customer requirements and recommend suitable loan solutions.
- Assist customers with documentation and loan applications.
- Follow up on leads and ensure timely loan processing.
- Maintain customer records and update CRM.
- Achieve monthly sales and productivity targets.
- Eligibility CriteriaHSC Pass is Mandatory.




- Minimum 6 months of direct sales or mixed sales experience.
- Experience in BFSI, Loans, Banking, NBFC, Telecom, Insurance, or Sales preferred.
- Positive communication and convincing skills.
- Comfortable working in a target-oriented environment.
- Preferred Candidate ProfileBusiness Loan, Personal Loan, LAP, Credit Card, or Banking sales experience.
- Strong customer handling and relationship-building skills.

Salary: As per company norms + Attractive Incentives

Location: As per requirement

Must Have: HSC Pass + 6 Months Sales Experience.

📌 CSE Business Loan Direct (Ahmedabad)
🏢 TATA CAPITAL
📍 Ahmedabad