Customer Relationship Executive Jobs Opening in Financial services at Avinashi Road, CoimbatoreLess

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 JobPlease go through the below FAQs to get all answers related to the given Customer Relationship Executive jobWhat are the job requirements to apply for this Customer Relationship Executive job position?

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Diploma, B.Com, BBA/BBM, BCA, BSc, 12th Pass (HSE)