Customer Relationship Executive (Kaloor)

Customer Relationship Executive (Kaloor)

09 Oct
|
LAKSHIT GROUP OF COMPANIES
|
Kaloor

09 Oct

LAKSHIT GROUP OF COMPANIES

Kaloor

Customer Relationship Executive – Job Description

A Customer Relationship Executive in a Multistate Cooperative Society is responsible for building and maintaining strong relationships with members/customers and supporting the branch in achieving its business and service objectives.

Key Responsibilities:

Welcome and assist customers/members with their banking and financial service requirements.

Explain and promote deposit schemes, recurring deposits, fixed deposits, loans, and other society products.

Generate new customers and strengthen relationships with existing customers.

Follow up on customer enquiries, leads, deposits, and loan requirements.

Assist customers with account opening, documentation, KYC, and other service requests.

Maintain regular communication with customers and provide timely information about products and services.

Support the branch in achieving deposit, business, and customer acquisition targets.





Handle customer queries and complaints professionally and ensure proper resolution.

Coordinate with branch staff and Head Office for customer-related requirements.

Maintain proper records and ensure compliance with society policies, procedures, and applicable regulations.

Participate in customer awareness and marketing activities conducted by the society.

Required Skills:

Valuable communication and interpersonal skills

Customer service orientation

Basic knowledge of banking/financial products

Sales and marketing ability

Good follow-up and relationship-building skills

Basic computer knowledge

Ability to work towards targets

Pay: ₹9,600.00 - ₹20,000.00 per month

Benefits:

- Paid time off

Work Location: In person

📌 Customer Relationship Executive (Kaloor)
🏢 LAKSHIT GROUP OF COMPANIES
📍 Kaloor

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