Customer Service Executive - Personal Loans

Customer Service - Sales - Personal Loans - Core Connect - Jamshedpur - Gayatri Enclave - CSE 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