Customer Relationship Executive

As a Customer Relationship Officer (CRO) Executive in the Operations department, you will be responsible for managing customer onboarding, account opening, loan disbursement, and collection processes. Your role will be crucial in ensuring the smooth execution of all financial services while adhering to company policies and regulatory guidelines. Your key responsibilities will include assisting customers in opening bank accounts, ensuring the accuracy and completeness of all required documents, and coordinating with partner banks to streamline the account creation process. You will also facilitate the disbursement of short-term loans during the account opening process, maintain detailed records of disbursements and collections, and identify and source customer files for loans at lower interest rates. Additionally, you will be responsible for assisting customers in completing loan documentation, guiding them through the loan disbursement process, and ensuring timely submission of all required documents to relevant departments. Your strong communication and interpersonal skills, along with a good understanding of banking operations and loan disbursement processes, will be essential in this role. To be successful in this position, you should have a graduate degree in Business, Finance, or a related field, along with 1-3 years of experience in banking, NBFCs, or financial services. Experience in customer relationship management will be a plus. Proficiency in MS Office and digital financial platforms is also required. Your performance will be measured based on the number of bank accounts opened, timely and accurate loan disbursement, collection efficiency within the 24-hour product, successful sourcing of loan files for lower interest rates, and customer satisfaction and feedback. In return, you can expect a competitive salary as per industry standards, performance-based incentives, and professional growth opportunities within the organization.,