Relationship Executive
3 days ago
Key Responsibilities
- Customer Service & Relationship Management
- Act as the main point of contact for customers: answering queries, resolving complaints, and following up. Simply Hired+1
- Build and nurture long-term relationships with customers to drive loyalty and retention. VelvetJobs+1
- Use Customer Relationship Management (CRM) tools to manage customer interactions and data. Ricebowl+1
- Sales Support / Business Development
- Promote NBFC financial products: loans (personal, gold, business), chitty, insurance, etc. Simply Hired
- Identify cross-selling opportunities by understanding customer profiles. Simply Hired+1
- Help the sales team in acquiring new customers (through referrals, field visits, branch walk-ins). Simply Hired
- Operations & Documentation
- Assist in customer onboarding: collect and verify KYC (Know Your Customer) documentation. Simply Hired
- Support loan application processing, documentation, and internal coordination. Simply Hired
- Maintain records of customer interactions, service requests, sales, and performance metrics. Simply Hired
- Collections / Recovery (Sometimes)
- Follow up with customers for EMI payments or instalments. Simply Hired
- Work with collection teams to minimize defaults by providing customer support and solutions. Simply Hired
- Compliance & Reporting
- Ensure compliance with internal NBFC policies, RBI (or relevant regulator) norms, and KYC/AML guidelines. Simply Hired
- Prepare and submit regular reports (daily/weekly/monthly) on customer service, sales, and operations. Simply Hired
- Performance Targets
- Achieve individual or branch-level targets (sales, service satisfaction, collections). Simply Hired+1
- Participate in marketing or outreach campaigns organized by the NBFC to increase business. Simply Hired+1
Skills & Competencies Needed
- Communication & Interpersonal Skills: Very important for handling customers, understanding needs, explaining products, and resolving complaints. Ricebowl
- Sales Skills: Ability to identify leads, pitch products, and close cross-sell or upsell opportunities. Placement India+1
- Customer-centric Mindset: Empathy, patience, and a "customer delight" attitude help in retention and satisfaction. National Skill Development Corporation
- Problem-Solving: To handle complaints, find solutions, and navigate customer issues. Ricebowl
- Basic Financial Knowledge: Understanding NBFC products (loans, insurance), KYC norms, and repayment processes is helpful. Simply Hired
- Computer Skills: Proficiency in MS Office (especially Excel), CRM software, and data entry. Nabfins
- Time Management & Multitasking: Managing multiple customers, follow-ups, documentation, and targets. Ricebowl
- Compliance Awareness: Knowledge of regulatory requirements, loan policies, and risk norms. Nabfins
Job Type: Full-time
Pay: ₹15, ₹20,000.00 per month
Benefits:
- Health insurance
Work Location: In person
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