Customer Relations Executive

Job Profile: Customer Relationship Executive

Position: Customer Relationship Executive
Experience: Minimum 6 months preferred
Products: Insurances, Contribution Schemes (Member, Recurrent, Variable, Fixed), Loans (Business Loans, Gold Loans, Vehicle Loans, etc.)
Work Type: Office + Field Work

Job Summary

The Customer Relationship Executive is responsible for managing customer interactions, promoting financial products, and achieving monthly targets. The role includes both office-based customer support and field work for sourcing business loans, collecting documents, and meeting potential clients. The candidate must be target-driven and capable of working under pressure while maintaining strong customer relationships.

Key Responsibilities

• Attend and assist walk-in customers professionally.
• Conduct field visits to meet clients, promote products, and source new business.
• Promote and source business loans, the main focus area.
• Achieve monthly targets for loans, insurances, and contribution products.
• Handle workload effectively and perform well under pressure.
• Follow up with customers for documentation, verification, and loan processing.
• Build long-term customer relationships and ensure service satisfaction.
• Maintain accurate records and update CRM/office systems regularly.
• Address customer queries and resolve issues promptly.

Skills & Qualities Required

• Strong communication and customer-handling skills
• Target-oriented mindset with the ability to work under pressure
• Willingness to do field work regularly
• Basic knowledge of loans, insurance, and contribution schemes
• Problem-solving ability and positive attitude
• Energetic, self-motivated, and professional behavior

Job Type: Full-time

Work Location: In person