Customer Relationship Executive

Job Overview

Role: Customer Relationship Executive

Job Type: Full-Time

Experience: 1 Year to 2 Years

Qualification: 12th or Any Graduation

Skills

• Product Knowledge: In-depth understanding of home loans and various insurance products.
• Financial Acumen: Ability to understand and explain financial products, interest rates, and loan terms.
• Sales Techniques: Mastery of sales strategies, including upselling and cross-selling.
• CRM Software Proficiency: Familiarity with Customer Relationship Management (CRM) software to track and manage sales leads.
• Negotiation Skills: Capability to negotiate terms and conditions with clients.
• Documentation Skills: Ability to handle paperwork and documentation accurately and efficiently.
• Communication Skills: Excellent verbal and written communication to convey complex information clearly and persuasively.
• Customer Service Orientation: Focus on providing exceptional service to meet client needs.
• Networking Skills: Ability to build a network of contacts and leverage them for business opportunities.

Roles And Responsibilities

• Develop and maintain strong customer relationships
• Promote and sell financial products such as housing loans and business loans
• Conduct field sales activities
• Provide excellent customer service
• Handle secured and unsecured loan applications

• Seniority level

  Executive

• Employment type

  Full-time

• Job function

  Sales

• Industries

  Financial Services