Customer Relationship Executive

Bareilly - India

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

The Customer Relationship Executive is responsible for building and maintaining strong relationships with customers achieving business targets and supporting sales activities for financial products such as Personal loans housing finance and other offerings.

Key Responsibilities

Achieve business targets by acquiring new customer relationships and maintaining existing ones.
Proactively understand customer needs and recommend/cross-sell appropriate financial products.
Generate and follow up on leads through various channels including partners and direct interactions.
Manage end-to-end customer interactions explain product features resolve queries and provide excellent service.
Maintain accurate customer records and ensure timely submission of reports.
Work with internal teams (operations credit) to ensure smooth processing of customer applications.
Build and maintain strong relationships with channel partners dealers and vendors (where applicable).
Ensure compliance with company policies industry regulations (e.g. RBI) and quality standards.

Required Skills & Competencies

Excellent communication and interpersonal skills.
Customer-centric attitude with strong relationship-building capabilities.
Understanding of sales processes lead generation and cross-selling techniques.
Basic knowledge of financial products (housing loans consumer loans etc.).
Ability to work in a target-driven environment.
Good organizational and reporting skills.

Education & Experience

Educational Qualification: Graduate in any discipline (commerce background may be preferred).
Experience: Typically 0 2 years in salesPersonal loans customer service or related roles (varies by vacancy).

Work Environment

Full-time on-site role across various locations in India.
May involve travel within assigned territory for customer interactions and field activities depending on the product vertical.

Typical Deliverables / Targets

Meeting or exceeding sales and customer acquisition targets.
Maintaining customer satisfaction levels and quality of service.
Accurate and timely reporting of activities to team leads and managers.

Key Responsibilities

Achieve business targets by acquiring new customer relationships and maintaining existing ones.
Proactively understand customer needs and recommend/cross-sell appropriate financial products.
Generate and follow up on leads through various channels including partners and direct interactions.
Manage end-to-end customer interactions explain product features resolve queries and provide excellent service.
Maintain accurate customer records and ensure timely submission of reports.
Work with internal teams (operations credit) to ensure smooth processing of customer applications.
Build and maintain strong relationships with channel partners dealers and vendors (where applicable).
Ensure compliance with company policies industry regulations (e.g. RBI) and quality standards.

Required Skills & Competencies

Excellent communication and interpersonal skills.
Customer-centric attitude with strong relationship-building capabilities.
Understanding of sales processes lead generation and cross-selling techniques.
Basic knowledge of financial products (housing loans consumer loans etc.).
Ability to work in a target-driven environment.
Good organizational and reporting skills.

Education & Experience

Educational Qualification: Graduate in any discipline (commerce background may be preferred).
Experience: Typically 0 2 years in salesPersonal loans customer service or related roles (varies by vacancy).

Work Environment

Full-time on-site role across various locations in India.
May involve travel within assigned territory for customer interactions and field activities depending on the product vertical.

Typical Deliverables / Targets