Job Summary We are looking for a proactive and customer-focused Customer Relationship Lead Management Executive to handle inbound outbound calls manage leads coordinate with customers assist in documentation and support end-to-end loan processing The ideal candidate must have strong communication skills excellent follow-up abilities and the ability to work efficiently with customers banks and internal teams Key ResponsibilitiesCustomer Interaction Call Handling Handle incoming customer calls and forward calls to management when required Respond to customer enquiries received through two WhatsApp numbers Provide accurate information regarding products and services Contact leads generated by the digital marketing team employees and management Handle BNI referrals and prepare testimonials for BNI members Lead Management Reporting Follow up with customers and update their status on the Google Sheet maintained by the digital marketing team Maintain an Excel sheet recording names numbers incoming outgoing calls and share it regularly with the Deputy Manager Update the number and source of leads received from Retail SME and Private Funding groups and identify qualified leads Share qualified leads in respective groups with basic details Customer Onboarding Documentation Create WhatsApp groups for customers and share greetings and required document lists Create customer folders on Google Drive and upload all received documents Conduct primary profiling and financial analysis for salaried customers Enter and update customer details in the Profit Centre Update Profit Centre based on customer status and documentation progress Follow up with customers to collect pending documents Loan Processing Coordination Take CIBIL reports when required Update customer profiles upon receiving current documents Handover files to the Bank Finalisation team After finalisation call customers and update them on their case status Follow up via call and WhatsApp for documents required by credit legal teams and for loan application inputs Coordinate with customers for PD Personal Discussion and technical valuation scheduled by the bank Inform customers about sanction details such as loan amount tenure charges and conditions Coordinate with customers for agreement signing before disbursement Internal Coordination Communication Coordinate with Team Leader Bank Finalisation Officer and Bank Follow-Up Officer regarding case updates Follow up with the Legal Officer for legal document verification and pending issues Send emails to banks regarding customer documents during and after finalisation Job Types Full-time Permanent Pay 10 000 00 - 15 000 00 per month Benefits Cell phone reimbursement Internet reimbursement Education Bachelor s Preferred Work Location In person

📌 Customer Care Executive (Kerala)
🏢 Loanitol
📍 Kerala