Job Description

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(JD) for Customer Relationship Executive

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Job Title:

Customer Relationship Executive

Department:

Sales / Customer Service

Location:

[Your Location]

Reports To:

Customer Relationship Manager / Sales Manager

Job Summary:

The Customer Relationship Executive will be responsible for building and maintaining long-term relationships with customers, ensuring excellent customer service, handling queries, and promoting company products/services. The role focuses on enhancing customer satisfaction, retention, and driving business growth through effective client engagement.

Key Responsibilities:

Develop and maintain strong relationships with existing and new customers. Handle customer inquiries, complaints, and service requests promptly and professionally. Coordinate with internal departments (sales, operations, accounts, etc.) to resolve customer issues. Regularly update customers on new products, services, offers, and company initiatives. Ensure high levels of customer satisfaction by providing personalized support. Maintain accurate records of customer interactions, transactions, and feedback in CRM systems. Assist in preparing customer reports, MIS, and documentation. Identify opportunities for cross-selling and up-selling company products/services. Support the sales and marketing team in customer engagement activities, events, and campaigns. Follow up on payments, renewals, and service agreements.

Key Skills & Competencies:

Excellent communication and interpersonal skills. Strong problem-solving and negotiation abilities. Customer-focused attitude with patience and empathy. Ability to manage multiple customer accounts effectively. Good organizational and time-management skills. Proficiency in MS Office and CRM software. Team player with a proactive approach.

Qualifications & Experience:

Bachelor's degree in Business Administration, Marketing, or related field. 1-3 years of experience in customer service, client relationship, or sales support role. Experience in financial Services, Portfolio Management industry will be preferred.
Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

Internet reimbursement
Experience:

Customer relationship management: 2 years (Required)
Language:

English (Required)
Willingness to travel:

25% (Required)
Work Location: In person

Speak with the employer

+91 9758020000