Customer Relationship Executive

2 days 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

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