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Dreamchart Square Llp
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Customer Relationship Manager

Customer Relationship Manager

Dreamchart Square Llp

1 - 5 years

|

1 - 2 Lacs

Posted:3 days ago| Platform:

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Skills Required

crm management excel vlookup customer retention customer engagement crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

Maintain and manage a detailed CRM database for all loan clients, ensuring accurate and up-to-date information.
Act as the primary point of contact for clients from initial inquiry to loan disbursement and post-disbursement support.
Address client queries, concerns, and service requests promptly and professionally.
Track client communications, follow-ups, and loan application progress to ensure timely responses and actions.
Ensure CRM data aligns with company policies and supports loan processing requirements.
Explain loan products, terms, and conditions clearly and effectively to clients.
Coordinate with internal teams (underwriting, finance, legal, operations) to ensure smooth processing of loan applications.
Manage client expectations and keep them informed about loan status and progress.
Support clients during loan approval and closing stages, assisting with documentation and required information.

Skills & Competencies

Strong knowledge of CRM systems and customer data management
Excellent verbal and written communication skills
High attention to detail and data accuracy
Strong coordination and follow-up skills
Customer-focused and solution-oriented mindset

More Jobs at Dreamchart Square Llp

Customer Relationship Manager

jaipur

INR 1 - 2 Lacs

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Dreamchart Square Llp

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