Customer Service - Sales - Personal Loans - Core Connect - Jamshedpur - Gayatri Enclave - CSE
Tata Capital — Mumbai, MUMBAI
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Job Description
Role Purpose
The Core Connect CRE is responsible for handling pre-approved / system-generated personal loan leads, conducting field visits, ensuring correct documentation, and supporting login-to-disbursement closure while strictly following process and compliance guidelines. The CRE will also be responsible for collection of EMIs.
Key Responsibilities
- Handle system-generated / pre-approved personal loan leads
- Conduct customer field visits for verification and relationship building
- Explain loan eligibility, EMI, tenure, and process clearly to customers
- Collect and verify KYC, income, residence, and employment documents
- Ensure accurate login of cases as per policy and process
- Coordinate with backend / credit / operations teams for case progress
- Follow up with customers till disbursement or closure
- Handle customer queries, delays, or rejections professionally
- Strictly adhere to audit, compliance, and ethical standards
- Collection of EMIs & follow-up with customers
Key Skills & Competencies Required
- Basic understanding of Personal Loan products
- Experience in field sales / DST / CRE role preferred
- Good communication and customer handling skills
- Strong attention to detail and process discipline
- Comfortable with field work and targets
- Ability to work with mobile apps, WhatsApp, and simple MIS tools
Experience & Qualification
- Minimum 6 months – 3 years’ experience in Personal Loans / Banking / NBFC sales (preferred)
- Any graduate / undergraduate (as per company policy)
- Local area knowledge preferred
What We Look For
- Process-oriented mindset and Customer-first attitude
- Zero tolerance for data manipulation or policy breach
- Willingness to learn and grow with the organization
Frequently Asked Questions
What are the eligibility criteria for the Customer Service - Sales - Personal Loans - Core Connect - Jamshedpur - Gayatri Enclave - CSE job at Tata Capital?
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.
What are the primary responsibilities of a Customer Service - Sales - Personal Loans - Core Connect - Jamshedpur - Gayatri Enclave - CSE at Tata Capital?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Customer Service - Sales - Personal Loans - Core Connect - Jamshedpur - Gayatri Enclave - CSE at Tata Capital.
Is prior experience required for this position?
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.
What skills are important for this role?
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.
How do I apply for the Customer Service - Sales - Personal Loans - Core Connect - Jamshedpur - Gayatri Enclave - CSE role at Tata Capital?
You can apply directly using the Apply Now button on this page, which will take you to Tata Capital's application process for this role.
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