Relationship Executive

Key Responsibilities

• Customer Service & Relationship Management
• Act as the main point of contact for customers: answering queries, resolving complaints, and following up. Simply Hired+1
• Build and nurture long-term relationships with customers to drive loyalty and retention. VelvetJobs+1
• Use Customer Relationship Management (CRM) tools to manage customer interactions and data. Ricebowl+1
• Sales Support / Business Development
• Promote NBFC financial products: loans (personal, gold, business), chitty, insurance, etc. Simply Hired
• Identify cross-selling opportunities by understanding customer profiles. Simply Hired+1
• Help the sales team in acquiring new customers (through referrals, field visits, branch walk-ins). Simply Hired
• Operations & Documentation
• Assist in customer onboarding: collect and verify KYC (Know Your Customer) documentation. Simply Hired
• Support loan application processing, documentation, and internal coordination. Simply Hired
• Maintain records of customer interactions, service requests, sales, and performance metrics. Simply Hired
• Collections / Recovery (Sometimes)
• Follow up with customers for EMI payments or instalments. Simply Hired
• Work with collection teams to minimize defaults by providing customer support and solutions. Simply Hired
• Compliance & Reporting
• Ensure compliance with internal NBFC policies, RBI (or relevant regulator) norms, and KYC/AML guidelines. Simply Hired
• Prepare and submit regular reports (daily/weekly/monthly) on customer service, sales, and operations. Simply Hired
• Performance Targets
• Achieve individual or branch-level targets (sales, service satisfaction, collections). Simply Hired+1
• Participate in marketing or outreach campaigns organized by the NBFC to increase business. Simply Hired+1

Skills & Competencies Needed

• Communication & Interpersonal Skills: Very important for handling customers, understanding needs, explaining products, and resolving complaints. Ricebowl
• Sales Skills: Ability to identify leads, pitch products, and close cross-sell or upsell opportunities. Placement India+1
• Customer-centric Mindset: Empathy, patience, and a “customer delight” attitude help in retention and satisfaction. National Skill Development Corporation
• Problem-Solving: To handle complaints, find solutions, and navigate customer issues. Ricebowl
• Basic Financial Knowledge: Understanding NBFC products (loans, insurance), KYC norms, and repayment processes is helpful. Simply Hired
• Computer Skills: Proficiency in MS Office (especially Excel), CRM software, and data entry. Nabfins
• Time Management & Multitasking: Managing multiple customers, follow-ups, documentation, and targets. Ricebowl
• Compliance Awareness: Knowledge of regulatory requirements, loan policies, and risk norms. Nabfins

Job Type: Full-time

Pay: ₹15,578.00 - ₹20,000.00 per month

Benefits:

• Health insurance

Work Location: In person