CRM Executive – Loans & Credits

Company: FairFinance

Department: Loans & Credits

Job Type: Full-Time

Work Mode: Work From Office (WFO)

Location: Kolkata, West Bengal

Experience: 2–4 Years

Industry: BFSI / Financial Services / Loans & Credit

About FairFinance

FairFinance operates in the financial services sector across Loans & Credit, Insurance, Wealth Management and Financial Consulting.

We are looking for an experienced and responsible CRM Executive to join our Loans & Credits team at our Kolkata office.

This is a customer-facing role focused on customer relationship management, lead nurturing, structured follow-ups, CRM management and conversion support.

We are looking for professionals who are serious about building a long-term career in CRM, customer success and financial services.

Please read the complete carefully before applying. This is a full-time Work From Office position based in Kolkata.

Key Responsibilities

Customer & Lead Management

Manage assigned leads and prospective customers on a daily basis.

Understand customer requirements, financial needs and service expectations.

Maintain professional communication throughout the customer journey.

Ensure relevant leads are properly followed up and not left unattended.

Lead Nurturing & Follow-ups

Conduct structured follow-ups through calls, WhatsApp, email and other approved communication channels.

Maintain consistent communication with prospects throughout the sales/customer lifecycle.

Identify pending, inactive and follow-up leads and take appropriate action.

Maintain accurate records of customer interactions and follow-up activities.

Customer Handling

Handle customer queries professionally and patiently.

Understand customer requirements before suggesting relevant solutions.

Clearly explain applicable financial products, processes and documentation requirements.

Communicate realistic timelines and expectations without making false or unauthorized commitments.

Maintain transparency and professionalism in every customer interaction.

CRM Management

Maintain accurate customer and lead information in the CRM.

Update lead stages, follow-up dates, customer conversations and relevant remarks.

Monitor the assigned pipeline and ensure timely follow-ups.





Use HubSpot CRM or similar CRM platforms for day-to-day lead management.

Internal Coordination

Coordinate with the Loans & Credits team and other relevant departments.

Track pending customer requirements and provide timely updates.

Ensure information communicated to customers is accurate and aligned with internal processes.

Relationship Development

Build professional and long-term relationships with prospects and customers.

Understand customer requirements and identify appropriate FairFinance solutions.

Where the original requirement cannot be fulfilled, explore whether another suitable company offering may be relevant.

Focus on customer suitability, transparency and long-term relationship building.

Products You May Handle The role may involve customer interactions related to:

Personal Loans

Business Loans

Home Loans

Loan Against Property

Working Capital Loans

Startup Financing

Other applicable financial solutions offered by FairFinance

Requirements

Mandatory

Bachelor's degree in any discipline.

2–4 years of relevant professional experience in CRM, customer relationship management, client servicing, sales support, customer success or a similar role.

Experience handling customers through calls and digital communication.

Experience managing leads and conducting regular follow-ups.

Working knowledge of CRM software.

Strong verbal and written communication skills.

Good customer-handling and relationship-management abilities.

Ability to maintain accurate customer and pipeline records.

Ability to work independently while maintaining professional discipline.

Currently based in Kolkata or willing to work from the Kolkata office.

Preferred

Experience in any of the following will be an advantage:

BFSI

Banking

Financial Services

Loans & Credit

FinTech

Insurance

NBFC/MFI

Loan Advisory

Financial Product Sales/Support





HubSpot CRM experience will be strongly preferred.

Who We're Looking For The right candidate should be someone who:

Takes ownership of assigned leads and customers.

Is comfortable making regular customer follow-up calls.

Communicates confidently and professionally.

Understands lead nurturing and customer lifecycle management.

Is disciplined about CRM updates and documentation.

Can handle customer questions and objections calmly.

Understands the importance of trust and transparency in financial services.

Is comfortable working from office in Kolkata.

Is looking for a stable, long-term full time opportunity.

This Role May Not Be Suitable If You

Are looking only for a remote/WFH opportunity.

Are looking for a short-term job.

Are uncomfortable with regular customer interaction and follow-ups.

Do not have relevant professional experience.

Are uncomfortable working with CRM systems.

Are not willing to work from the Kolkata office.

Prefer a role with minimal customer interaction.

Are not comfortable with performance-based responsibilities and measurable outcomes.

Performance Areas

Performance will be evaluated based on:

Lead nurturing and follow-up consistency

Customer engagement

Response time

Lead-to-prospect conversion

Prospect-to-client conversion

CRM data accuracy

Follow-up completion

Quality of customer communication

Customer experience

Internal coordination

Training & Onboarding

Selected candidates will undergo a structured onboarding and performance-preparation process covering:

FairFinance products and services

Loans & Credits workflow

CRM workflow

Customer communication standards

Lead nurturing and follow-up methodology

Internal processes

Performance expectations

Career Growth

High-performing employees may have opportunities to progress into:

CRM Executive → Senior CRM Manager → Customer Success Manager / Sales Operations → Project Manager – Loans & Credits

Important Information

? Location: Kolkata, West Bengal

? Work Mode: Work From Office

? Employment: Full-Time

? Experience: 2–4 Years

? Industry: BFSI / Financial Services / Loans & Credit

Candidates looking for a long-term opportunity in CRM and financial services are encouraged to apply.

📌 CUSTOMER RELATIONSHIP MANAGEMENT ASSOCIATE (West Bengal)
🏢 Fair Finance
📍 West Bengal