Customer Relation Executive

0 years

1 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • Make daily calls to assigned leads for loan products and services.
  • Qualify leads and share interested prospects with seniors.
  • Follow up on warm leads and update status regularly in CRM/Excel.
  • Ensure no missed follow-up as per the calling schedule.
  • Coordinate with clients to collect basic information or documents.
  • Fix appointments with senior managers for closures.
  • Assist clients with checklist, basic documentation, and file handover.
  • Forward complete files to the operations or processing team.
  • Maintain polite, clear, and confident communication with all prospects.
  • Record client feedback and share it with the team weekly.

Job Types: Full-time, Permanent

Pay: ₹8,451.31 - ₹15,000.00 per month

Language:

  • English (Preferred)

Work Location: In person

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