Rikalp Capital Pvt. Ltd. is looking for a energetic and customer-focused CRM Executive to strengthen relationships with our existing customers. The role involves connecting with customers, understanding their financial requirements, and promoting refinance and top-up loan products. The ideal candidate should possess excellent communication skills, a sales-oriented mindset, and the ability to build long-term customer relationships.
Key Responsibilities
- Connect with existing customers through outbound calls and follow-ups.
- Understand customers' financial needs and identify opportunities for refinance or top-up loans for Vehicle loan and Mortgage loan.
- Explain loan features, eligibility criteria, interest rates, and benefits to customers.
- Generate quality leads from the existing customer database.
- Coordinate with the Sales, Credit, and Operations teams to ensure smooth loan processing.
- Maintain regular follow-ups until loan disbursement.
- Update customer interactions and lead status in the CRM system.
- Build and maintain long-term customer relationships to encourage repeat business.
- Resolve customer queries and provide prompt assistance.
- Achieve monthly sales and conversion targets.
- Ensure compliance with company policies and regulatory guidelines.
📌 CRM Executive (Jaipur)
🏢 Rikalp Capital Private
📍 Jaipur
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