Customer Relationship Executive

1 day ago

Palakkad, Kerala, India VYAPARAVIJAYAM TRADES & AGENCIES PVT Full time ₹ 2,64,000 per year

Job Title: Customer Relationship ExecutiveDepartment: Sales & Customer Service / Branch OperationsReporting To: Branch Manager / Relationship ManagerJob Purpose:

To build and maintain strong, long-term relationships with customers by providing prompt service, addressing queries, ensuring customer satisfaction, and supporting business growth through cross-selling of financial products.

Key Responsibilities:

  • Customer Service & Relationship Management:
  • Welcome and assist walk-in customers at the branch.
  • Handle customer queries, complaints, and requests efficiently and courteously.
  • Ensure timely resolution of customer issues to maintain satisfaction and trust.
  • Maintain regular follow-up with existing customers to strengthen relationships.
  • Sales & Business Development:
  • Promote and cross-sell NBFC products such as personal loans, business loans, gold loans, vehicle loans, insurance, etc.
  • Generate leads through telecalling, referrals, and customer interactions.
  • Support the branch in achieving monthly and quarterly sales targets.
  • Explain product features, eligibility criteria, and documentation requirements to customers.
  • Customer Retention:
  • Identify inactive or potential churn customers and take proactive steps for retention.
  • Conduct customer satisfaction surveys and feedback collection.
  • Maintain a strong rapport with customers to encourage repeat business.
  • Documentation & Reporting:
  • Ensure accuracy in documentation and data entry for all customer transactions.
  • Maintain updated customer records and follow compliance norms.
  • Prepare and submit daily/weekly reports on customer interactions and sales performance.
  • Coordination:
  • Coordinate with internal departments (Credit, Collections, Operations) for smooth customer service.
  • Assist in loan processing and disbursement formalities where required.

Key Skills & Competencies:

  • Excellent communication and interpersonal skills.
  • Strong customer handling and problem-solving ability.
  • Sales-oriented mindset with persuasion skills.
  • Good knowledge of NBFC financial products and services.
  • Basic computer proficiency (MS Office, CRM software, etc.).

Qualification & Experience:

  • Education: Graduate in any discipline (Business/Finance preferred).
  • Experience: 1–3 years in customer service, sales, or relationship management in NBFC/banking/financial sector.
  • Language: Proficiency in local language and English.

Work Environment:

  • Branch-based role with occasional field/customer visits.
  • Requires coordination with customers, branch staff, and regional teams.

Job Type: Full-time

Pay: ₹15, ₹22,000.00 per month

Work Location: In person

Speak with the employer

  • Customer Relationship Executive

    5 days ago

    Palakkad, Kerala, India Infinacx Corporate solutions private limited Full time ₹ 4,80,000 - ₹ 9,60,000 per year

    About the Role:We are seeking a proactive and customer-focused Customer Relations Executive to manage client communication, follow up on enquiries, ensure timely completion of orders or services, and coordinate payment collection. The ideal candidate will play a key role in maintaining excellent customer relationships and supporting smooth business...

  • Client Relationship Executive

    1 day ago

    Palakkad, Kerala, India Finovest Group Full time ₹ 40,00,000 - ₹ 80,00,000 per year

    Finovest Group is seeking a dynamic and customer-focused Client Relationship Executive to join our growing teamThe ideal candidate will have excellent communication and convincing skills, along with sound knowledge of financial products such as Recurring Deposits (RDs), Fixed Deposits (FDs), Gold Loans, and related servicesThis role involves building and...

  • Customer Relationship Manager

    2 weeks ago

    Palakkad, Kerala, India CHATHAMKULAM ASSOCIATES Full time ₹ 3,25,942 per year

    Build and maintain strong relationships with customers.Job Type: Full-timePay: ₹8, ₹27,161.65 per monthWork Location: In person

  • Customer Relationship Executive

    2 weeks ago

    Palakkad, Kerala, India Incheon Motors Pvt Ltd Full time ₹ 1,44,000 - ₹ 1,92,000 per year

    We are looking for a dedicated Service CRE to manage customer interactions in our service department. The ideal candidate will ensure smooth customer handling, timely updates, and excellent service support from vehicle check-in to delivery.Key ResponsibilitiesWelcome customers to the service department and assist with job card opening.Coordinate with Service...

  • customer relation executive

    1 week ago

    Palakkad, Kerala, India VYAPARAVIJAYAM TRADES & AGENCIES PVT Full time ₹ 2,00,000 - ₹ 2,40,000 per year

    Job Title:Customer Relation Executive (CRE) – NBFCJob Role:The Customer Relation Executive is responsible for building and maintaining strong relationships with customers, handling queries, promoting NBFC products, ensuring customer satisfaction, and supporting business growth through effective service and communication.Key Responsibilities:1. Customer...

  • Customer Relationship Officer

    2 weeks ago

    Palakkad, Kerala, India BK DHANALAKSHMI Full time ₹ 3,00,000 - ₹ 3,60,000 per year

    Customer Service Manager (CRO) – Job DescriptionLocation: ALL KERALAResponsibilities:Manage client accounts & assist in policy documentationTrack policy renewals & premium collectionServe as first point of contact for client inquiriesSupport branch manager in operational tasksMaintain accurate records of policies, commissions, and...

  • Customer Relation Executive

    7 days ago

    Palakkad, Kerala, India Cherussery Credits Private Limited Full time ₹ 2,40,000 per year

    Job Title : Customer Relation Executive ( Palakkad ,Koduvayur Branch)Cherussery Credit Pvt LtdCherussery Credit Pvt Ltd is a company registered in the state of Andhra Pradesh and taken over by the present stake holders of Kerala during the year 2016. The company holds a valid NBFC registration since 1989, to do the business of financing all over the India....

  • Customer Relation Executive

    3 days ago

    Palakkad, Kerala, India VYAPARAVIJAYAM TRADES & AGENCIES PVT Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Job Title: Collection ExecutiveDepartment: Collections / RecoveryReporting To: Branch Manager / Collection ManagerJob Purpose:To ensure timely recovery of outstanding dues from customers while maintaining a positive customer relationship and adhering to company policies and regulatory guidelines.Key Responsibilities:Loan Recovery & Collection:Visit customers...

  • Relationship Manager

    7 days ago

    Palakkad, Kerala, India gekinformation Full time ₹ 3,00,000 - ₹ 4,50,000 per year

    We're looking for a people‑oriented relationship manager to build and nurture partnerships with key clients, drive business growth, and ensure customer delight.Responsibilities:Manage a portfolio of existing clients; understand their goals and offer tailored solutions.Identify cross-selling and upselling opportunities; collaborate with sales teams to close...

  • Customer Relation Executive

    7 days ago

    Palakkad, Kerala, India KVR AUTOMOTIVE PVT LTD Full time ₹ 1,44,000 - ₹ 3,60,000 per year

    We are looking for a Customer Relation Executive for our Automobile Dealership situated near Chandranagar, Palakkad. Female candidates with previous experience in Automobile Service industry are preferred.Job Type: Full-timePay: From ₹12,000.00 per monthBenefits:Cell phone reimbursementCommuter assistanceHealth insuranceInternet...