Customer Service Executive - TPP (Insurance) - Bengaluru - Prestige Corniche - CSE

📌 Core Information

🔹 Job Title: Customer Service Executive - TPP (Insurance) - Bengaluru - Prestige Corniche - CSE

🔹 Company: Tata Capital

🔹 Location: Bangalore, Karnātaka, India

🔹 Job Type: On-site

🔹 Category: 📞 Customer Service

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Identifying potential customers for business growth.
• Collecting and validating necessary customer documents.
• Logging customer cases in the system for processing.
• Cross-selling multiple products to meet customer needs.

ASSUMPTION: This position primarily requires customer interaction and documentation handling under supervision, suggesting limited autonomous decision-making.

📋 Key Responsibilities

✅ Identify potential customers for business opportunities.

✅ Collect, validate, and manage customer documents.

✅ Log cases in the system adhering to SOPs for further processing.

✅ Maintain and fulfill the sanction ratio as per organizational norms.

✅ Meet customer requirements while cross-selling various products.

✅ Assist in the empanelment of new vendors and develop relationships.

✅ Ensure compliance with all audit and RBI regulations.

ASSUMPTION: Responsibilities are expected to be performed with direction from supervisors, highlighting a supportive team-oriented work environment.

🎯 Required Qualifications

Education: Not specified

Experience: 0-2 years in a customer service role.

Required Skills:

• Customer Service
• Document Validation
• Case Logging

Preferred Skills:

• Sanction Fulfillment
• Vendor Empanelment

ASSUMPTION: Basic customer service experience is required, highlighting the potential for entry-level candidates to succeed in this role.

💰 Compensation & Benefits

Salary Range: Not specified, typically aligned with industry norms for entry-level positions in financial services.

Benefits:

• Health insurance
• Employee wellness programs
• Professional development opportunities

Working Hours: 40 hours per week

ASSUMPTION: Compensation is likely competitive for entry-level roles at Tata Capital, with benefits extending beyond just salary.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, providing a broad range of financial products and services.

Company Size: 5,001-10,000 employees, offering diverse career paths and robust organizational support.

Founded: Not specified, established as a part of the Tata Group legacy.

Company Description:

• Comprehensive financial service provider under Tata Capital brand.
• Operations include Commercial Finance, Infrastructure Finance, and more.
• 500+ branches across critical markets in India.

Company Specialties:

• Consumer Loans
• Commercial Finance
• Home Loans

Company Website: http://www.tatacapital.com

ASSUMPTION: As part of the Tata Group, Tata Capital likely maintains high standards and reputation, fostering career growth and stability.

📊 Role Analysis

Career Level: Entry-level, with supervision suggesting good mentoring opportunities.

Reporting Structure: Reports to a Supervisor/Manager, indicating structured guidance.

Work Arrangement: On-site, emphasizing in-person training and team collaboration.

Growth Opportunities:

• Opportunity to advance to supervisory roles.
• Potential expansion into different branches of financial services.
• Gain experience in compliance and vendor management.

ASSUMPTION: Growth is likely supported by Tata Capital's large infrastructure and varied services, providing multiple career paths.

🌍 Location & Work Environment

Office Type: On-site office environment.

Office Location(s): Prestige Corniche, Bangalore.

Geographic Context:

• Bangalore is a major technology and financial hub.
• Diverse cultural and professional environment.
• Offers robust infrastructure and connectivity.

Work Schedule: Regular business hours with potential for extended hours depending on workloads.

ASSUMPTION: The role benefits from the dynamic and growing financial landscape of Bangalore, integrating diverse business operations.

💼 Interview & Application Insights

Typical Process:

• Online application submission.
• Initial HR screening interview.
• Assessment of skills and competencies.

Key Assessment Areas:

• Communication skills
• Customer service orientation
• Regulatory knowledge

Application Tips:

• Highlight any experience in financial services.
• Demonstrate proficiency in document handling.
• Emphasize any experience with compliance issues.

ATS Keywords: Customer Service, Documentation, Case Management, Compliance, Cross-Selling

ASSUMPTION: The hiring process is standardized and leverages automated screening tools; candidates should optimize resumes for ATS.

🛠️ Tools & Technologies

• Customer Relationship Management (CRM) software
• Document Management Systems
• Compliance Software

ASSUMPTION: Candidates with experience in CRM or financial management software will likely have an advantage.

👔 Cultural Fit Considerations

Company Values:

• Integrity and trust
• Customer focus
• Excellence in service delivery

Work Style:

• Collaborative team environment
• Detail-oriented tasks
• Adherence to compliance

Self-Assessment Questions:

• How do you handle document-intensive tasks?
• What approaches do you use to ensure customer satisfaction?
• Can you describe a time when you dealt with regulatory compliance?

ASSUMPTION: Candidates should align with Tata Capital’s emphasis on quality service and regulatory compliance, reflecting a conservative yet dynamic workspace.

⚠️ Potential Challenges

• Managing high volumes of documentation efficiently
• Balancing multiple product cross-sales with meeting core targets
• Maintaining compliance with evolving regulations
• Integrating new vendor relationships smoothly

ASSUMPTION: Role requires adaptability to changing financial policies and a high degree of organizational skills.

📈 Similar Roles Comparison

• Roles in other financial institutions may involve broader responsibilities.
• Opportunities for upward movement may vary based on company size.
• Diverse product knowledge is often more emphasized in similar roles.

ASSUMPTION: The company's extension into multiple finance areas offers broader scope and learning opportunities compared to peers.

📝 Sample Projects

• Implementing a document tracking system.
• Developing cross-selling strategies for insurance products.
• Streamlining case logging procedures for efficiency.

ASSUMPTION: Projects are likely tailored to enhance operational efficiency and customer satisfaction, fostering experiential learning.

❓ Key Questions to Ask During Interview

• What support systems are in place for document management?
• How often do compliance policies change, and how do you adapt?
• What training is provided for cross-selling techniques?
• Can you describe the team dynamic in the customer service department?
• How are performance metrics established for this role?

ASSUMPTION: These questions provide insight into the company’s operational protocols and commitment to employee development.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume highlights relevant skills and experiences
• Prepare for initial HR screening with a focus on customer service scenarios
• Familiarize yourself with Tata Capital’s product offerings and compliance requirements
• Demonstrate understanding of basic financial principles during interviews

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.