Company Description Fair Finance provides a comprehensive range of financial solutions tailored to the unique needs and goals of individuals and businesses. The team of experienced financial professionals offers guidance in taxation, investment planning, and loan selection to help clients make informed decisions. The company focuses on long-term financial growth through innovative, customized strategies that promote clarity, efficiency, and confidence.

Fair Finance emphasizes personalized, results-driven service and is committed to supporting clients at every stage of their financial journey.

Role Description The Customer Relationship Management Executive role is a full time hybrid position based in the Kolkata metropolitan area, with flexibility for some work-from-home arrangements. This role involves managing and nurturing client relationships, addressing inquiries, and ensuring a positive customer experience across all touchpoints. The executive will monitor customer satisfaction, support customer retention initiatives, and collaborate with the sales team to identify opportunities for cross-selling and upselling financial products.

Daily tasks include analyzing customer data and feedback, preparing reports on customer metrics,



coordinating follow-ups, and maintaining accurate records in CRM systems. The role also requires working closely with internal teams to resolve issues promptly and support continuous improvement in service delivery.

Qualifications

- Candidates should possess strong Communication and Customer Experience skills to engage effectively with clients and deliver high-quality service.
- Candidates should possess Customer Retention and Sales skills to support client loyalty, identify growth opportunities, and contribute to revenue targets.
- Candidates should possess Analytical Skills to interpret customer data, track performance metrics, and provide insights that improve relationship strategies.
- Relevant experience in customer-facing roles within financial services or related industries is beneficial.
- Proficiency with CRM tools, MS Office, and basic data reporting is preferred.
- Ability to work collaboratively in a hybrid environment, manage multiple priorities, and maintain a client-focused approach.
- A bachelor’s degree in Business, Finance, Marketing, or a related field is an advantage.

📌 Customer Relationship Management Executive (Kolkata)
🏢 Fair Finance
📍 Kolkata