
Customer Relationship Executive
2 weeks ago
Responsibilities:
- Collect installment payments from clients promptly and accurately. (WFO)
- Maintain accurate records of client payments and financial transactions.
- Ensure timely entry of payment data into the CRM system.
- Monitor payment schedules and follow up with clients for any missed payments.
- Coordinate with the finance team to reconcile payment discrepancies.
- Provide excellent customer service by addressing client inquiries and concerns related to payments.
- Assist in generating reports on payment collections and outstanding balances as needed.
- Collaborate with other departments to ensure seamless communication and coordination.
- Uphold confidentiality and integrity in handling financial data and client information.
- Adhere to company policies and procedures related to financial transactions and CRM usage.
This concise job description outlines the core duties of a CRM Executive within the finance sector, focusing primarily on payment collection, data entry, and record maintenance.
Pay: ₹10,000.00 - ₹15,000.00 per month
**Benefits**:
- Leave encashment
- Paid sick time
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Yearly bonus
**Experience**:
- total work: 2 years (required)
- Customer service: 1 year (required)
**Language**:
- English (preferred)
Work Location: In person
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