Company Description Tata Capital Limited is a holistic financial services provider serving retail, housing, SME, and corporate customers across India. With a pan-India network of over 1,500 branches, the company offers a wide range of financial products and solutions. Its portfolio includes Consumer Finance, Housing Finance, Commercial Finance, Cleantech Finance, Microfinance, Debt Syndication, Private Equity, and Credit Cards. Tata Capital focuses on delivering responsible, customer-centric financial services that support growth and financial inclusion. Team members join a large, established financial institution with opportunities to work across diverse product lines and customer segments. Role Description This is a full-time, on-site Customer Sales Executive (CSE) role based in Tezpur. The CSE will be responsible for generating and converting leads for Tata Capital’s financial products, engaging with walk-in and sourced customers, and explaining product features, eligibility, and pricing in a clear and accurate manner. The role involves conducting customer needs assessments, recommending appropriate loan and finance solutions, assisting with documentation, and coordinating with internal teams for smooth application processing. Day-to-day tasks include achieving assigned sales targets, maintaining follow-ups with prospects, ensuring high-quality customer service,



and adhering to company policies and regulatory guidelines. The CSE will also track market trends, competitors’ offerings, and provide feedback to improve sales strategies and customer experience. Qualifications
• Robust sales and customer relationship skills, including lead generation, conversion, and after-sales service.
• Ability to understand and explain consumer, housing, and commercial finance products in simple, accurate terms.
• Proficiency in basic financial calculations, documentation review, and adherence to compliance standards.
• Effective communication and interpersonal skills, with the ability to interact confidently with diverse customers.
• Comfort with using computers and digital tools for customer data entry, CRM usage, and reporting.
• Proven ability to work towards targets, manage time efficiently, and handle multiple customer queries in a fast-paced environment.
• Prior experience in financial services, banking, NBFC, or retail sales is preferred but not mandatory.
• Minimum educational qualification: graduate degree in any discipline; relevant certifications in finance or sales are an advantage.
• Local language proficiency and familiarity with the Tezpur market will be beneficial.

📌 Customer Sales Executive (Tezpur)
🏢 Tata Capital
📍 Tezpur