Customer Relationship Executive - Home Loans
TATA Capital
Kanpur, Uttar Pradesh
  • To ensure the achievement of disbursement targets with a proper mix of HE/ HL with minimum delinquency
Responsible for handling team: NA

Roles reporting into this role (Direct/Indirect) :
  • Contact or Interaction with:
1) Customers
2) Channel Partners & Vendors
3) Builders
4)Internal Sales team Travel Required: Yes

Position Type:Process Owner:
1) Sales
Receives inputs from: Relationship Manager
Process owner : Sales

Job Description • Identify target areas for prospective business
  • Pre-screen customer segments as per the organization norms
  • Ensure the number of log in along with disbursement of HE/ HL is of the 30:70 mix
  • Sanction ratio target achievement
  • Ensure high customer satisfaction level by proactively understanding customer needs and cross- sell multiple products as per the requirements
  • Execute sales promotion activities to build customer interest in the TCHFL brand
  • Build strong client relationships both internally and externally and build a strong brand identification with potential customers.
  • Ensure vendor empanelment and develop relationships with new vendors.
  • Develop strong distribution channels
  • Provide training to staff members and vendors so as to develop a strong understanding of the markets / competition / process and products available in the markets and provide positive feedback to the central product and policy team to stay ahead in the market.
  • Ensure compliance to all