Customer Relationship Executive Jobs Opening in Financial services at Avinashi Road, Coimbatore
Customer Relationship Executive
Financial services
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Posted: 27 Feb 25
Job Description
Job Summary:
A Customer Relationship Executive (CRE) is responsible for managing customer interactions, addressing inquiries, and ensuring a smooth banking experience. They assist clients with financial products, resolve concerns, and build strong customer relationships to enhance loyalty and business growth.
Key Responsibilities:
1. Customer Service & Support:
- Greet and assist customers with account-related queries and transactions.
- Provide information on banking products like savings accounts, loans, credit cards, and investment options.
- Resolve customer complaints and escalate issues when necessary.
2. Sales & Business Development:
- Identify customer needs and recommend suitable banking products and services.
- Support the sales team in promoting loan schemes, fixed deposits, insurance, and investment plans.
- Follow up with customers to ensure satisfaction and offer additional services.
3. Account Management & Documentation:
- Assist customers in opening accounts and processing applications for loans and credit cards.
- Verify and process documents as per banking policies and regulatory guidelines.
- Maintain and update customer records in the banking system.
4. Customer Engagement & Retention:
- Build and maintain strong relationships with existing customers.
- Conduct follow-ups with clients to enhance customer satisfaction.
- Gather feedback and suggest improvements for better service.
5. Compliance & Risk Management:
- Ensure all transactions comply with banking policies and financial regulations.
- Maintain confidentiality of customer data and prevent fraudulent activities.
- Stay updated on RBI guidelines and banking industry trends.
Required Skills & Qualifications:
Technical & Banking Knowledge:
- Basic understanding of banking operations, financial products, and digital banking services.
- Proficiency in MS Office, CRM software, and banking applications.
- Familiarity with KYC, AML, and RBI compliance regulations.
Soft Skills:
- Strong communication and interpersonal skills.
- Excellent customer service and problem-solving abilities.
- Ability to handle multiple tasks efficiently and work under pressure.
Educational Qualifications:
- Minimum: Bachelor's degree in Commerce, Finance, Business Administration, or related field.
- Preferred: MBA (Finance/Banking) or certifications in Retail Banking, Financial Services, or Customer Relationship Management.
More information about this Customer Relationship Executive Job
Please go through the below FAQs to get all answers related to the given Customer Relationship Executive job
- What are the job requirements to apply for this Customer Relationship Executive job position?
- Ans: A candidate must have a minimum of fresher as an Customer Relationship Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, B.Com, BBA/BBM, BCA, BSc, 12th Pass (HSE)
- What are the salary requirements for this job?
- Ans: The salary range is between 13000 and 16000 Monthly. The Salary will depend on the interview. This Customer Relationship Executive is a Full Time in Coimbatore.
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Customer Relationship Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Customer Relationship Executive position?
- Ans: There are immediate 1 job openings for Customer Relationship Executive in our Organisation.
Job Particulars
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2627692
Job Category Others
Locality Address Avinashi Road
State Tamil Nadu
Country India
About Company
Financial services
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