Job Description

Job Summary

We are seeking a dedicated and detail-oriented

Customer Service Officer (CSO)

to manage customer interactions, document collection, profiling, and coordination for loan processing. The CSO will act as a key link between customers, internal teams, and bank officials to ensure smooth end-to-end processing of cases.

Key Responsibilities Lead Handling & Customer Interaction

Make secondary calls to leads, collect required details, and explain the group formation process. Create WhatsApp groups, share call recordings, and add customers to the group. Send document checklists and maintain regular communication with customers. Handle primary calling whenever assigned by management or team leads. Meet customers or arrange meetings with management when required. Call customers after finalization and update them on case status.

Documentation & Profiling

Create primary profiles and upload them to the drive. Follow up with customers to collect documents within timelines. Rename, sort, and upload documents to the drive properly. Update lead details in the profit centre with relevant links. Prepare secondary profiling including financial analysis, loan details, merits & challenges. Update profiles based on newly received documents. Prepare proposals and send them to customers when required. Collect payments from customers as needed.

Coordination & Follow-Up

Coordinate with customers for PD (Personal Discussion) and technical valuation arranged by the bank. Follow up for pending documents required by credit and legal teams. Coordinate with Team Leader, Bank Finalisation Officer, and Bank Follow-Up Officer for case updates. Follow up with the Legal Officer for document checks and pending items. Send emails to the bank regarding documents during finalization and after login. Inform customers about sanction details including loan amount, tenure, charges, and conditions. Coordinate with customers for agreement signing before disbursement.

Reporting & Analysis

Take credit reports of customers and prepare credit analysis reports. Update the profit centre daily with the status of each case. Ensure timely and accurate documentation for smooth loan processing.
Job Types: Full-time, Permanent

Pay: ₹10,000.00 - ₹15,000.00 per month

Benefits:

Cell phone reimbursement Internet reimbursement
Education:

Bachelor's (Preferred)
Work Location: In person