Associate (Customer Relationship Management)

ROLE SUMMARY

As an Associate in our Customer Relationship Management (CRM) team at PaisaOne, you will play a pivotal role in managing end-to-end transaction handling and facilitating customer loan processing. You'll be the bridge between our clients and PaisaOne, ensuring a seamless experience from completing the process on boarding process till disbursement is done. Your effective communication, both oral and written, will be vital in assisting clients and ensuring registration is done smoothly.

WHAT WILL YOU DO?

• End-to-End Transaction Handling:

  Take ownership of the leads from initiation to completion, ensuring all customer requirements are met in adherence with our policy.

• Loan Processing Support:

  Assist customers in processing loans, providing guidance and support by being a bridge between the customers and PaisaOne.

• Communicating with clients:

  Communicate with clients, both verbally and in writing, to understand their needs, provide updates, and address any concerns promptly.

• Data Management:

  Maintain accurate and up-to-date records of customer interactions in the CRM system

  .

• Collaboration with clients:

  Collaborate with internal teams to ensure all customer needs are met and processes are executed efficiently.

• Customer Satisfaction:

  Ensure a high level of customer satisfaction by addressing inquiries, resolving issues, and providing exceptional service.

WHAT DO YOU NEED TO BRING TO THE TABLE?

• Years of Experience:

  While prior experience in a similar role in the Banks/NBFCs is preferred, it's not mandatory. Experience in customer relationship management and loan processing is a plus. Preferred atleat 1-3 years of experience.

• Communication Skills:

  Proficiency in English is essential, and knowing Hindi or any one other language is an advantage.Strong verbal and written communication skills are crucial for effective customer interactions and project management.

• Organisational Skills:

  Good organisational skills to manage projects and customer data efficiently.

• Quick Learner:

  The ability to learn and adapt to new CRM systems and processes.

• Team Player

  : The ability to work collaboratively with multiple stakeholders to ensure customer needs are met.

• Detail-oriented

  : A keen eye for detail to maintain accurate customer records and project documentation.

• Customer-Centric:

  A commitment to providing excellent service and ensuring customer satisfaction.