The Customer Relationship Executive is responsible for managing customer interactions, promoting financial products, and achieving monthly targets. The role includes both office-based customer support and
field work
for sourcing business loans, collecting documents, and meeting potential clients. The candidate must be target-driven and capable of working under pressure while maintaining strong customer relationships.
Key Responsibilities
Attend and assist walk-in customers professionally.
Conduct
field visits
to meet clients, promote products, and source new business.
Promote and source
business loans
, the main focus area.
Achieve monthly targets for loans, insurances, and contribution products.
Handle workload effectively and perform well under pressure.
Follow up with customers for documentation, verification, and loan processing.
Build long-term customer relationships and ensure service satisfaction.
Maintain accurate records and update CRM/office systems regularly.
Address customer queries and resolve issues promptly.
Skills & Qualities Required
Strong communication and customer-handling skills
Target-oriented mindset with the ability to work under pressure
Willingness to do
field work regularly
Basic knowledge of loans, insurance, and contribution schemes
Problem-solving ability and positive attitude
Energetic, self-motivated, and professional behavior
Job Type: Full-time
Work Location: In person
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