CRM Executive – Loans & Credits

Company: FairFinance

Department: Loans & Credits

Employment Type: Full-Time

Work Mode: Work From Home – Fully Remote

Location: Remote – India

Experience: 2–4 Years

Reporting To: Project Manager – Loans & Credits / Branch Manager / Founder

About the Role

FairFinance is looking for a CRM Executive to manage customer relationships, nurture leads, and support conversions within the Loans & Credits division.

The candidate will be responsible for understanding customer requirements, maintaining regular follow-ups, providing accurate information about financial services, and ensuring a smooth customer journey from Lead → Prospect → Client.

Key Responsibilities

- Manage communication with potential and existing customers.
- Nurture leads through regular and structured follow-ups.
- Understand customer requirements and suggest relevant financial solutions.
- Explain loan products, processes, documentation, and timelines clearly.
- Recommend suitable alternative products when the primary requirement cannot be fulfilled.
- Maintain accurate customer and lead information in the CRM.
- Track follow-ups, conversations, and lead stages.
- Coordinate with internal teams to ensure timely resolution of customer requirements.
- Maintain professionalism, transparency, and trust in all customer interactions.

Products Handled

- Personal Loans
- Business Loans
- Home Loans
- Loan Against Property
- Working Capital Loans
- Startup Financing

CRM Platform

HubSpot CRM

Candidates should have working knowledge of HubSpot or a similar CRM platform.

Required Qualifications & Experience

- Bachelor's degree in any discipline.




- 2–4 years of relevant experience in CRM, customer relationship management, client servicing, sales support, or similar roles.
- Experience in financial services, fintech, insurance, or loan advisory will be an advantage.

Required Skills

- Strong verbal and written communication
- Customer relationship management
- Lead nurturing and follow-up
- Active listening and empathy
- CRM and data management
- Problem-solving and conflict resolution
- Basic understanding of financial services
- Professionalism, integrity, and accountability

Performance Metrics

- Lead nurturing and conversion
- Follow-up completion
- Customer response time and communication quality
- CRM data accuracy
- Customer feedback

Training & Performance Preparation

Selected candidates will undergo a structured 2-month training and performance preparation phase covering company services, CRM processes, customer communication, lead nurturing, and role-specific deliverables.

Employment Terms

- Employment Bond: Minimum 12 months
- Notice Period: 45 days
- Applicable bond and notice-period terms will be included in the employment agreement.

Internal Promotion

Eligible FairFinance CRM Interns may be considered for promotion to CRM Executive after completing a minimum 3-month internship with satisfactory performance.

Growth opportunities

High-performing employees may progress toward roles such as:

Senior CRM Manager | Customer Success Manager | Sales Operations Manager | Project Manager – Loans & Credits

If you have strong customer-handling skills and enjoy building long-term client relationships, we'd love to hear from you.

📌 CUSTOMER RELATIONSHIP ASSOCIATE (India)
🏢 Fair Finance
📍 India