Customer Relationship Manager/executive

6 days ago

Shoranur KL IN Oleevia Group of Companies Full time

We are looking for proactive customer-oriented professionals to join our branch banking team as Customer Relationship Managers Executives This role is ideal for fresh graduates or candidates with up to 2 years of experience in sales roles within banks or NBFCs The incumbent will be responsible for promoting retail liability products and third-party financial offerings while delivering high-quality customer service Key Responsibilities Acquire new customers for Non Convertiable Debenture NCDs CCD and other liability products through field visits referrals and branch walk-ins Assist in promoting and selling third-party financial products including life general insurance and digital banking services Perform in-depth customer profiling to identify cross-selling opportunities and offer suitable financial solutions Ensure proper customer on boarding documentation and adherence to KYC AML guidelines as per regulatory and company standards Build and maintain long-term relationships with customers by providing personalized service and proactive follow-ups Maintain daily logs of customer interactions leads conversions and service requests in internal CRM systems Collaborate with internal teams operations credit and compliance to resolve queries and ensure seamless customer service Participate in local marketing campaigns customer outreach programs and financial awareness drives organized by the branch Attend regular product and sales training sessions to stay updated on offerings and regulatory requirements Achieve individual sales and service targets as defined by the branch business head Candidate Profile Graduate in any stream Commerce Finance or Business preferred Fresher s may apply candidates with up to 2 years of sales or customer relationship experience in a Bank or NBFC will be given preference Basic knowledge of financial products such as NCDs insurance or digital banking is a plus Strong interpersonal and communication skills Energetic self-motivated and target-oriented Willing to travel locally for client meetings and field sourcing What We Offer Competitive salary with performance-linked incentives Extensive product and soft skills training Growth opportunities within branch and regional banking roles Dynamic work culture with a focus on learning and development Job Type Full-time Pay 15 000 00 - 25 000 00 per month Benefits Provident Fund Work Location In person

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