
Customer Relationship Executive
4 days ago
**Key Responsibilities**:
- Promote and sell society products**:Chit funds, gold loans, FDs, RDs, and shares**.
- Actively source new customers through field visits, cold calling, referrals, and local promotions.
- Explain financial products and schemes clearly to customers, ensuring transparency and trust.
- Achieve individual and branch sales targets as per the monthly/quarterly plan.
- Maintain regular contact with existing customers for renewals, top-ups, and cross-selling.
- Support customer onboarding - documentation, KYC verification, and account processing.
- Conduct customer meetings and community-based marketing activities to build trust and visibility.
- Follow up on leads generated through campaigns, branch walk-ins, and society referrals.
- Handle customer queries related to products and services, ensuring high satisfaction.
- Work closely with branch teams to support customer service and documentation flow.
**Skills and Competencies Required**:
- Strong sales and persuasion skills
- Excellent communication and interpersonal abilities
- Customer-focused with a relationship-building mindset
- Good knowledge of financial products (preferably chit funds and gold loans)
- Comfortable with field sales and direct customer interaction
**Educational Qualifications.**
- Freshers with a passion for field sales may also apply
**Job Types**: Full-time, Permanent
Pay: From ₹12,000.00 per month
Work Location: In person
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