Customer Relation Executive

1 week ago

Palakkad, India VYAPARAVIJAYAM TRADES & AGENCIES PVT Full time

Job Title: Customer Relation Executive – NBFCJob Purpose:

The Customer Relation Executive (CRE) is responsible for managing customer interactions, building strong relationships, handling service requests, cross-selling products, and ensuring customer satisfaction while adhering to NBFC policies and compliance standards.

Key Responsibilities:

  • Customer Relationship Management
  • Act as the first point of contact for customers at the branch/through calls.
  • Handle inquiries related to loans, repayments, products, and services.
  • Build and maintain long-term relationships with customers to increase retention.
  • Loan Support & Servicing
  • Assist customers in completing loan applications and documentation.
  • Provide guidance on loan terms, EMI schedules, and repayment procedures.
  • Coordinate with collection teams for overdue accounts while maintaining customer goodwill.
  • Sales & Cross-Selling
  • Promote NBFC products and services such as loans, deposits, and insurance (if applicable).
  • Identify customer needs and suggest suitable financial solutions.
  • Achieve assigned sales and service targets.
  • Grievance Handling
  • Address customer complaints promptly and escalate unresolved issues to higher authorities.
  • Ensure fair and professional resolution of customer concerns.
  • Documentation & Reporting
  • Maintain accurate records of customer interactions, loan files, and service requests.
  • Prepare daily/weekly MIS reports for management review.
  • Compliance & Process Adherence
  • Ensure all customer dealings comply with company policies, RBI/NBFC regulations, and KYC/AML norms.
  • Maintain confidentiality of customer information.

Key Skills & Competencies:

  • Excellent communication and interpersonal skills
  • Customer service orientation with problem-solving ability
  • Basic knowledge of NBFC products, loans, and financial services
  • Sales and negotiation skills
  • Proficiency in MS Office and CRM tools

Qualifications & Experience:

  • Education: Graduate in any discipline (Commerce/Finance preferred)
  • Experience: 0–3 years in customer service, sales, or financial services (preferably in NBFC/Banking sector)
  • Other Requirements: Local language proficiency, willingness to travel if required

Job Type: Full-time

Pay: ₹15, ₹22,000.00 per month

Work Location: In person

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