Chat us
Call us
Job Description:
• Pre‑Disbursement Activities (Before Loan Approval)
• Visiting vehicle dealerships regularly and handling walk‑in customers.
• Being present at dealer events, sales camps, and local promotional activities (micro‑level
events).
• Generating new customers through outdoor promotions, road shows, and finance
campaigns.
• Getting leads through customer referrals and dealer references.
• Conduct field investigation by physically visiting customer residences or workplaces to verify
details.
• Regular interaction with dealers to explain loan schemes and offers.
• Collecting customer details and documents by meeting customers in person.
• This phase requires daily travel, outdoor movement, and face‑to‑face interaction.
• Disbursement Activities (Loan Processing & Payment)
• Helping customers fill loan applications and explaining the process directly at dealerships
or customer locations.
• Collecting necessary documents such as ID proof, income proof, invoices, and insurance
copies.
• Coordinating with internal teams for loan approval.
• Ensuring timely payment of the loan amount once approvals are completed.
Involves coordination between customer, dealer, and office—but initiated from the field.
• Post‑Disbursement Activities (After Loan Release)
• Visiting dealers or customers to confirm vehicle delivery.
• Following up with customers for pending payments, documents, or confirmations.
• Collecting registration certificates, insurance policies, and invoices by visiting customers
or dealers as required.
• Recovery & Follow‑ups
• Meeting customers in person for payment follow‑ups when required.
• Initiating vehicle repossession activities strictly as per company guidelines.
• Updating collection status and account details using mobile-based systems.
Requires confidence, communication skills, and on‑ground coordination.
• Customer Interaction & Cross‑Selling
• Handling customer questions by meeting them personally or visiting their location.
• Resolving customer issues through direct interaction, not just phone calls.
• Identifying opportunities to sell additional financial products during customer meetings.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Customer Relations at Sundaram Finance.
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Sundaram Finance's application process for this role.