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Wistful Finance
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Customer Relationship Manager

Customer Relationship Manager

Wistful Finance

0 - 31 years

1 - 2 Lacs

janakpuri delhi-ncr

Posted:7 months ago| Platform: Apna logo

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Skills Required

networking marketing analysis support analyze communication resolve tracking metrics crm data service

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: Position: Customer Relationship Manager Work Profile:- Client acquisition: Actively source new loan customers through networking, referrals, and marketing initiatives and outbound calling. Needs analysis: Conduct thorough consultations to assess customer financial situations Loan application support: Assist clients in completing loan applications, gathering necessary documents, and ensuring accuracy. Analyze loan eligibility and terms. Relationship building: Foster long-term customer relationships by providing ongoing support and proactive communication. Complaint resolution: Address customer concerns and resolve issues promptly. Performance tracking: Monitor loan performance metrics and identify areas for improvement. Essential skills for a loan CRM: Strong communication skills: Effectively communicate to clients in a clear and concise manner. Salesmanship: Persuasively present loan options and close deals while maintaining ethical practices. Analytical skills: Analyze financial data to make informed loan decisions and identify potential risks. Customer service focus: Prioritize customer satisfaction and build trust through personalized service. Relationship building skills: Establish rapport with clients and maintain strong connections.

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Customer Relationship Manager