Customer Relationship Executive (CRE)

Job Title: Customer Relationship Executive – Home Loan / Mortgage Loan

Job Location(s):

• Pune – Wagholi
• Pune – Wakad
• Pune – Tilak Road
• Pimpri Chinchwad
• Jalgaon
• Satara
• Kolhapur
• Akola

Job Description

We are hiring Customer Relationship Executives to drive customer acquisition and manage relationships for our Home Loan / Mortgage Loan products. The role involves identifying potential customers, closing sales, and ensuring smooth loan processing with excellent service.

Key Responsibilities

• Identify and generate new customer leads through referrals, cold calling, and digital platforms.
• Conduct product presentations and explain loan features to customers.
• Manage customer queries, documentation, and loan process updates.
• Negotiate loan terms and close deals effectively.
• Build long-term customer relationships and ensure high satisfaction.
• Cross-sell/upsell financial products for business growth.
• Maintain accurate documentation and comply with company/regulatory policies.

Desired Candidate Profile

• Graduate from a recognized university.
• 2–3 years of sales experience (preferred in BFSI sector).
• Strong knowledge of Home Loan / Mortgage Loan processes.
• Excellent communication, negotiation & interpersonal skills.
• Ability to work independently and as part of a team.
• Age: 20–30 years.

Perks and Benefits

• Salary: Up to ₹3 LPA + Incentives
• Structured Training & Development Programs
• Fast-Track Career Growth Opportunities
• Dynamic & Supportive Work Environment

Industry Type: Banking / Financial Services / NBFC
Functional Area: Sales & Business Development
Role Category: Retail Sales
Employment Type: Full Time, Permanent

Job Types: Full-time, Permanent

Pay: Up to ₹300,000.00 per year

Experience:

• sales on Home Loan/Mortgage Loan : 1 year (Required)

Location:

• Pune, Maharashtra (Required)

Work Location: In person