Customer Relationship Executive/Manager
3 days ago
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: ₹217, ₹410,364.14 per year
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
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