Customer Relationship Executive
1 day ago
Customer Relationship Executive (CRE) – NBFC
Role Summary:
A Customer Relationship Executive in a Non-Banking Financial Company (NBFC) is responsible for managing customer interactions, promoting financial products, resolving queries, and ensuring excellent customer service to support business growth.
Key Responsibilities:
- Interact with customers to provide product information and guidance.
- Handle loan processing, documentation, and verification.
- Maintain strong customer relationships to ensure retention and satisfaction.
- Follow up with customers for repayments, renewals, and cross-selling.
- Coordinate with branch team for timely service delivery.
- Handle customer complaints and ensure quick resolution.
- Maintain accurate records and update customer details in the system.
- Ensure compliance with NBFC policies and regulatory guidelines.
- Achieve assigned sales targets and contribute to revenue growth.
Required Skills & Competencies:
- Good communication and interpersonal skills.
- Customer service mindset and ability to handle pressure.
- Basic knowledge of loan products and finance operations.
- Sales and negotiation skills.
- Computer proficiency (MS Office, CRM/ERP tools).
- Problem-solving ability and strong follow-up skills.
Educational Qualification:
- Minimum: Graduation (Any stream – Commerce/Business preferred).
- Experience in financial services or customer service is an added advantage.
Work Environment:
- Field visits may be required depending on loan category.
- Working closely with sales, credit, and collection teams.
Job Type: Full-time
Pay: ₹15, ₹20,000.00 per month
Work Location: In person
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