Customer Relationship Executive

2 weeks ago


Mumbai, India UpMan Placements Full time

Job Location- Mumbai, India- Experience (in Years)- 1 - 3- Job Type- Full Time**Job Description**:
**Customer Relationship Executive - **Affordable Housing Finance / Home Loans

**Business Vertical**: Housing Finance

**Department**: Sales

**Designation: Customer Relationship Executive**

**Line of Business: Affordable Housing Finance**

**Proposed Immediate Superior**:
**Grade: CRE**

**Key Objective of the Job**:

- Achieving business targets as laid down by acquiring new client relationships and maintaining them
- Proactively understanding customer needs and cross
- selling multiple products as per the requirements
- Should adhere to all policies and guidelines for lead generation as well as closures
- Execute all activities / campaigns as planned by the respective branch manager / sales manager
- Daily completion and submission of sales reports to the superiors
- Displaying customer centricity by executing all customer interface processes within defined timelines

**Major Deliverables**:

- Meet & exceed business targets in terms of profitability, optimum product mix and quality of sourcing
- Should prove to be the one-point contact for all financial needs for his/ her customer
- Zero error in adherence to policies and systems as specified
- Quality of files sourced should be as per specified guidelines
- Forging targeted number of client relationships within the agreed timelines
- Meet & exceed customer acquisition targets
- Ensuring zero delinquency in 30DPD
- Meeting sales targets for the various products in the assigned territory
- Ensuring the customer satisfaction matrix is met for all client relationships
- Timely MIS reporting to all concerned.
- Clear the certification examination within specified timelines

**Specialized job competencies**:

- Knowledge about all financial products like Home Loans, Mortgages
- Knowledge about statutory compliance & local market procedures
- Knowledge of local customer preferences, geographic nuances and finance peculiarities.
- Should depict customer centricity in daily behavior
- Excellent communication and presentation skills - Should be able to talk and convince the customer both internal and external

**Educational Qualification**:

- **Any Graduate**

**Desired Experience**:

- Minimum 6 months -2 years’ experience in direct Channel /Home Loan / Affordable Housing Finance sales

**Location: South India**

**Number of Positions: Mentioned on mail**

About Company

Upman Placements is a firm of Researcher & Recruitment Specialists. The company started life in 2002 in India as a recruitment specialist firm. The company has built a stellar reputation for high ethical standards, a specialized focus and unparalleled service. Emerged As one of the only truly global specialized staffing firms focusing exclusively in professional positions for our clients spread across more than 20 countries with a sizable presence across industry levels. With footprints in competitive markets of India, Europe, United Kingdom, Middle East, Singapore, Malaysia, Philippines, Indonesia, Brunei and East & Central African countries.



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