Customer Relationship Executive

7 days ago

Lower Parel Mumbai Maharashtra, India Adler Talent Solutions Pvt. Ltd. Full time

**6 Month to 2 year Experience of bank, finance, fintech Mandate**

**Profile( Sales)**

**Purpose of the role**:
1. Achieve planned sales for the B2C & B2B on a monthly / quarterly / annual basis

2. Achieve net revenue on an annual basis

3. High level of Service Quality

4. Ensure adherence with statutory requirement comprising of RBI, FEMA and AML guidelines.

**Common Branch /Operational Responsibilities**:
1. Responsible to acquire new business - by driving the assigned line of business & achieve the set sales targets

2. Achieve the assigned revenue targets on a monthly / quarterly / annual basis

3. Responsible for margin management

4. Explore new markets to penetrate & achieve the benchmarked conversion ratio

5. Responsible for smooth onboarding of customers and conduct seamless operations

6. Responsible for high accuracy and setting excellent customer service standards

7. Responsible for adhering to the set SOPs, policies and procedures at the branch

8. Ensuring all transactions are error free, accurately reported and are reconciled on a daily basis

9. Responsible to bring up to the notice of supervisor / reporting manager any non-compliance / non adherence to the set process and guidelines

10. Maintain effective co-ordination between the customer and the branch service delivery team

11. Responsible to report the actual daily position to dealing room

12. Be a team player and ensure a cohesive working

13. Relationship management with the customers for a long term mutually beneficial business association

14. Ensure adherence with statutory requirement comprising of RBI, FEMA and AML guidelines.

15. Analysing the CRM data and refining / sharpening the approach of the team

16. Giving inputs to the Digital Marketing team about customer trends and preferences

**Salary**: ₹20,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Lower Parel, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

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