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Customer Sales Executive - Cross - Sell TPP - Bhubaneshwar - Samantarapur - CSE

Tata Mutual Fund

India, India, India Full time February 21, 2026

Found Description

Job Description

Perform the following under the guidance/direction of Supervisor/Manager

. With help of Supervisor/ Manager, Identify the customers for protentional Business

. Collect the documents from Customers and validate as per the organization norms

. Logging the case in the system as per SOP and follow the process for disbursement.

. Fulfil - the Sanction ratio as per organisation requirement

. Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager.

. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them

. With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

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