Customer Relationship Executive

Raipur - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

he Customer Relationship Executive is responsible for building and maintaining strong customer relationships achieving business targets through client acquisition and retention and promoting Tata Capitals financial products. You are a key point of contact for customers explaining offerings resolving queries and ensuring high satisfaction.

Key Responsibilities 1. Customer & Sales Management

Achieve business targets by acquiring new client relationships and maintaining existing ones.
Proactively understand customer needs and cross-sell multiple financial products ( Personal loans finance etc.).
Explain product offerings clearly to customers and resolve sales queries.

2. Lead Generation

Generate leads through customer interactions channel partners or open market activities.

3. Customer Relationship Management

Manage end-to-end customer relationships building trust and satisfaction.
Educate customers with relevant product information to enhance understanding and decision-making.

4. Documentation & Coordination

Collect required customer documents (pre-sanction and post-sanction) and ensure accurate data entry in internal systems.
Coordinate with operations and credit teams to ensure smooth processing of customer loan applications.

5. Dealer & Stakeholder Relationships (Where Applicable)

Maintain and strengthen relationships with assigned dealers or partners.

6. Reporting & Compliance

Maintain accurate records complete sales reports daily and submit to supervisors.
Follow company policies audit requirements and industry regulations.

Required Skills & Competencies

Excellent communication and interpersonal skills able to talk to customers and stakeholders effectively.
Customer-centric attitude with strong relationship-building ability.
Ability to work in a target-driven environment.
Organizational and reporting skills.
Basic understanding of financial products and market practices is preferred.

Qualifications

Graduate in any discipline (commerce or finance may be preferred).
Prior experience in sales customer service or financial services is an advantage (varies by job posting).

Typical Deliverables / Targets

Meet or exceed customer acquisition and sales targets.
Maintain high customer satisfaction levels and adherence to quality control standards.
Accurate and timely reporting of all customer and sales activities