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 prospects for refinance or top-up loans for Vehicle loan and Mortgage loan.
Explain loan features, eligibility criteria, interest rates, and perks 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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