Client Relationship Officer

3 months ago


Peelamedu Coimbatore Tamil Nadu, India Canapprove Immigration Services private Limited Full time

**Processing Associate: -**
- Follow client norms, maintain excellent quality, and resolve errors while call copying documents and performing other tasks.
- Follow up with clients for further processing, documents etc.
- Consult with them for further documentation proceedings.
- Ensure integrity of original documents through processing and packing and marking of prepared projects.
- Check completion and correctness of forms, documents, and bills.
- Identify and resolve problems in collaboration with the management.
- Organize establishment to maintain quality and safety of services provided.
- Utilize software skills to write, edit, revise, and compare documents according to guidelines.
- Perform transcription and conversion work and scanning of documents.
- Handle correspondence, preparation of presentations and budgets, and varied documents.
- Ensure complete secrecy in managing confidential documents and manage document recovery.
- Proofread, merge and format documents whenever required.
- Merge image documents with text documents and assist in printing procedures.
- Supervise completion of corporate and authorized projects within given time, resources, and official guidelines.
- Maintain electronic data files as well as hard copies of reports for FDA approval.
- Research loan documents for conformity to terms and conditions.
- Collaborate with bank officials on adhering to or revising government norms for loan documents and verification of Uniform Commercial Code.
- Ensure agreement of documents and corporate records with legal, clinical, financial, and regulatory guidelines.
- File, record, recover, archive, scan and maintain documents and database systems.

**Other Criteria**:

- Preferred only work at the office.
- PG or UG
- **Excellent spoken &written skills in English.**
- Active, Customer handling, Convincing, Smart & Energetic
- Minimum One year commitment to the company expected.
- Age: 28 - 35 years
- Career break due to maternity is also acceptable.
- Experience: 1-2 years with Customer Relationship Management

**Job Types**: Full-time, Permanent

**Salary**: ₹15,500.00 - ₹23,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Health insurance
- Internet reimbursement
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- What is your expected salary?
- Do you have any experience with direct client interaction?

**Experience**:

- Customer relationship management: 1 year (required)
- documentation: 1 year (required)

Ability to Relocate:

- Peelamedu, Coimbatore, Tamil Nadu: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 9597080224



  • Chennai, Tamil Nadu, India NIBS PHOENIX LLP Full time

    Position: Client Relationship Officer **Requirements**: - 2-6 years of experience in Sales and Finance sectors. - Proven track record in client relationship management. **Responsibilities**: - Develop and nurture client relationships. - Understand client needs in Sales and Finance domains. - Provide tailored solutions to meet client requirements. -...


  • Coimbatore, Tamil Nadu, India Lavoro HR Solutations, Full time

    Client Relationship Manager (CRM) & Administrator **Responsibilities**: As CRM: Client Handling: Interacting with clients face to face and over phone calls. Handling meeting of the clients coming to our office for shoots. Explaining clients about our services in details. Resolving client’s issues. 2. Client Servicing: Maintaining Proper formal...

  • Relationship Officer

    3 months ago


    Coimbatore, Tamil Nadu, India MSE Financial Services Ltd. (MSE FSL) Full time

    **Roles and Responsibilities.** 1 Need to generate leads via social media, tele calling in share market field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc documents...

  • Relationship Officer

    3 months ago


    Coimbatore, Tamil Nadu, India MSE Financial Services Ltd. (MSE FSL) Full time

    **Roles and Responsibilities.** 1 Need to generate leads via social media, tele calling in share market field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc documents...

  • Relationship Officer

    3 months ago


    Coimbatore, Tamil Nadu, India MSE Financial Services Ltd. (MSE FSL) Full time

    **Roles and Responsibilities.** 1 Need to generate leads via social media, tele calling in share market field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc documents...

  • Relationship Officer

    16 hours ago


    Coimbatore, Tamil Nadu, India MSE Financial Services Ltd. (MSE FSL) Full time

    **Roles and Responsibilities.** 1 Need to generate leads via social media, tele calling in share market field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc documents...

  • Relationship Officer

    3 months ago


    Peelamedu, Coimbatore, Tamil Nadu, India Candor Management Services Pvt ltd Full time

    Roles & Responsibilities: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the...


  • Coimbatore, Tamil Nadu, India HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Relationship Officer

    4 months ago


    Coimbatore, Tamil Nadu, India MSE Financial Services Ltd. (MSE FSL) Full time

    **Roles and Responsibilities.** 1 Need to generate leads via social media, tele calling in share market field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc documents...

  • Relationship Officer

    4 months ago


    Coimbatore, Tamil Nadu, India MSE Financial Services Ltd. (MSE FSL) Full time

    **Roles and Responsibilities.** 1 Need to generate leads via social media, tele calling in share market field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc documents...

  • Relationship Officer

    3 months ago


    Gandhipuram, Coimbatore, Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full time

    Relationship Officer Roles and Responsibilities. 1 Need to generate leads via social media, tele calling and field work. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc...

  • Relationship Officer

    4 months ago


    Gandhipuram, Coimbatore, Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full time

    Relationship Officer Roles and Responsibilities. 1 Need to generate leads via social media, tele calling and field work. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc...

  • Relationship Officer

    3 months ago


    Gandhipuram, Coimbatore, Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full time

    Relationship Officer Roles and Responsibilities. 1 Need to generate leads via social media, tele calling in **share market** field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 **If one client ready to open account need fix with him appointment.** 5 **RO should verify...

  • Relationship Officer

    3 months ago


    Gandhipuram, Coimbatore, Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full time

    _**Relationship Officer Roles and Responsibilities for the share market company.**_ 1 Need to generate leads via social media, tele calling in **share market** field. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 **If one client ready to open account need fix with him...


  • Coimbatore, Tamil Nadu, India Reqroots Full time

    Position: Client Relationship Executive Location: Coimbatore Female Preferred Job description: - Implement processes for consistent team handling of customer complaints - Analyzes and reports performance data on customer escalation trends and business improvement plans - Proactively identifies issues and implements plans to resolve them - Partners with...


  • Chennai, Tamil Nadu, India Pearlpick ventures pvt ltd Full time

    **Job description** **Openings For Client Relationship executive** **Job Details Job Title**: Client Relationship executive / Business Development Executive **Work & Site Location**: Thousand Lights, Chennai. I**ndustry**: Legal Services **Functional Area**: Customer Relations **Experience**:Fresher - 1 Year Job Duties and Responsibilities: Your...

  • Relationship Officer

    3 months ago


    Coimbatore, Tamil Nadu, India MSE Financial Services Ltd. (MSE FSL) Full time

    **Roles and Responsibilities in share market field.** 1 Need to generate leads via social media, tele calling in **share market field**. 2 Daily basis to do **tele calling** and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should...


  • Gandhipuram, Coimbatore, Tamil Nadu, India PARESHA HR SERVICES PVT LTD Full time

    To handle sales of existing clients - To qualify leads into sales opportunities - To seek new business opportunities in existing and new markets - To identify customer’s need and match our company products and services - To procure and execute the orders as per customer requirements in discussion with TL & MD - Build long-term trusting relationships with...

  • Relationship Officer

    3 months ago


    Coimbatore, Tamil Nadu, India Sri Sai Tech and HR Solutions (P) LTD Full time

    Job Role : Relationship officer Qualification : Any Degree **Location : Coimbatore** Salary : 15,000 - 20,000 CTC + attractive incentives If interested do contact HR : 9385633708 **Job Types**: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹20,000.00 per month Schedule: - Morning shift Work Location: In person

  • Relationship Officer

    4 months ago


    Gandhipuram, Coimbatore, Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full time

    Relationship Officer Roles and Responsibilities. 1 Need to generate leads via social media, tele calling and field work. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc...