Customer Relationship Executive

7 days ago

Chalakudi Town Thrissur Kerala, India Oleevia Group of Companies Full time ₹ 3,60,000 - ₹ 10,80,000 per year

We are looking for proactive, customer-oriented professionals to join our branch banking team as Customer Relationship Executives/Managers. 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, ₹45,000.00 per month

Benefits:

  • Leave encashment
  • Provident Fund

Work Location: In person

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