Customer Relationship Executive

5 days ago

Dehra Dūn, Uttarakhand, India Sanidhya Sansar Ventures Full time ₹ 2,50,000 - ₹ 3,00,000 per year

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Here's a professional Job Description (JD) for Customer Relationship Executive you can use or customize:

Job Title: Customer Relationship Executive

Department: Sales / Customer Service

Location: [Your Location]

Reports To: Customer Relationship Manager / Sales Manager

Job Summary:

The Customer Relationship Executive will be responsible for building and maintaining long-term relationships with customers, ensuring excellent customer service, handling queries, and promoting company products/services. The role focuses on enhancing customer satisfaction, retention, and driving business growth through effective client engagement.

Key Responsibilities:

  • Develop and maintain strong relationships with existing and new customers.
  • Handle customer inquiries, complaints, and service requests promptly and professionally.
  • Coordinate with internal departments (sales, operations, accounts, etc.) to resolve customer issues.
  • Regularly update customers on new products, services, offers, and company initiatives.
  • Ensure high levels of customer satisfaction by providing personalized support.
  • Maintain accurate records of customer interactions, transactions, and feedback in CRM systems.
  • Assist in preparing customer reports, MIS, and documentation.
  • Identify opportunities for cross-selling and up-selling company products/services.
  • Support the sales and marketing team in customer engagement activities, events, and campaigns.
  • Follow up on payments, renewals, and service agreements.

Key Skills & Competencies:

  • Excellent communication and interpersonal skills.
  • Strong problem-solving and negotiation abilities.
  • Customer-focused attitude with patience and empathy.
  • Ability to manage multiple customer accounts effectively.
  • Good organizational and time-management skills.
  • Proficiency in MS Office and CRM software.
  • Team player with a proactive approach.

Qualifications & Experience:

  • Bachelor's degree in Business Administration, Marketing, or related field.
  • 1–3 years of experience in customer service, client relationship, or sales support role.
  • Experience in financial Services, Portfolio Management industry will be preferred.

Job Types: Full-time, Permanent

Pay: ₹20, ₹25,000.00 per month

Benefits:

  • Internet reimbursement

Experience:

  • Customer relationship management: 2 years (Required)

Language:

  • English (Required)

Willingness to travel:

  • 25% (Required)

Work Location: In person

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