Job Profile Customer Relationship Executive Position Customer Relationship Executive Experience Minimum 6 months preferred Products Insurances Contribution Schemes Member Recurrent Variable Fixed Loans Business Loans Gold Loans Vehicle Loans etc Work Type Office Field Work Job Summary The Customer Relationship Executive is responsible for managing customer interactions promoting financial products and achieving monthly targets The role includes both office-based customer support and field work for sourcing business loans collecting documents and meeting potential clients The candidate must be target-driven and capable of working under pressure while maintaining strong customer relationships Key Responsibilities Attend and assist walk-in customers professionally Conduct field visits to meet clients promote products and source current business Promote and source business loans the main focus area Achieve monthly targets for loans insurances and contribution products Handle workload effectively and perform well under pressure Follow up with customers for documentation verification and loan processing Build long-term customer relationships and ensure service satisfaction Maintain accurate records and update CRM office systems regularly Address customer queries and resolve issues promptly Skills Qualities Required Strong communication and customer-handling skills Target-oriented mindset with the ability to work under pressure Willingness to do field work regularly Basic knowledge of loans insurance and contribution schemes Problem-solving ability and positive attitude Energetic self-motivated and professional behavior Job Type Full-time Work Location In person

📌 Customer Relations Executive (Kerala)
🏢 NEW FARMERS AGRI DEVELOPMENT MULTI STATE CO OPERATIVE SOCIETY
📍 Kerala