WE ARE HIRING!!

Customer Relationship Manager (CRM)

Company: Kanagadhara Credit Management Services Private Limited

Brand: LoanShopie – A Digital Brand of Kanagadhara

Industry: Banking & Financial Services | Loans & Credit Distribution

Job Location: Coimbatore / Chennai / Across Tamil Nadu

Employment Type: Full-Time

Department: Sales & Customer Relationship Management

About the Company:

Kanagadhara Credit Management Services Private Limited is a financial services distribution company established in 2006, partnering with leading Banks and NBFCs. Through our digital brand, LoanShopie, we provide customers with access to a wide range of loan products and financial solutions.

We are looking for dynamic, customer-focused and result-oriented professionals to join our growing team as Customer Relationship Managers.

Key Roles & Responsibilities:

1. Customer Relationship Management

- Build and maintain strong, long-term relationships with new and existing customers.
- Understand customers' financial requirements and recommend suitable loan products.
- Provide professional guidance and ensure a positive customer experience.
- Handle customer enquiries, follow-ups and service requests.
- Develop repeat business and customer referrals through relationship management.

2. Loan Sales & Business Development

- Generate quality leads through direct sourcing, referrals and networking.
- Promote Personal Loans, Business Loans, Home Loans, Loan Against Property and other financial products.
- Identify cross-selling opportunities based on customer eligibility and requirements.
- Achieve assigned monthly sales, login and disbursement targets.
- Build and maintain a healthy business pipeline.

3.



Loan Application & Documentation

- Assist customers in completing loan applications and collecting required documents.
- Conduct preliminary eligibility checks as per partner Bank/NBFC guidelines.
- Coordinate with internal operations, credit and banking teams for timely processing.
- Track applications from lead generation through sanction and disbursement.
- Ensure accuracy, confidentiality and completeness of customer documentation.

4. Bank & NBFC Coordination

- Maintain professional relationships with partner Banks and NBFCs.
- Coordinate with relationship, credit and operations teams to resolve application queries.
- Monitor pending cases and ensure timely follow-up.
- Provide regular updates to customers regarding application status.

5. Sales Reporting & Compliance

- Maintain accurate customer records, lead details and sales activities in CRM systems.
- Submit daily activity reports and periodic business performance updates.
- Follow company policies, customer data protection requirements and applicable lending-partner guidelines.
- Maintain transparency, ethical selling practices and high service standards.

Candidate RequirementsEducation: Any Bachelor's Degree; MBA or Finance-related qualifications preferred.

Experience: 1–5 years preferred in Banking, NBFC, DSA, Loan Sales,



Financial Services or Customer Relationship Management.

Key Skills:

- Strong communication, negotiation and interpersonal skills.
- Customer relationship management and sales orientation.
- Understanding of retail lending products and loan documentation.
- Effective follow-up, coordination and problem-solving abilities.
- Knowledge of MS Office, CRM tools and basic digital applications.
- Ability to work independently and achieve business targets.
- Compensation & BenefitsCompetitive salary based on experience and qualifications.
- Attractive performance-based incentives.
- Annual performance bonus.
- Growth opportunities and internal promotion opportunities.
- Professional training and development.
- Opportunity to work with multiple leading Banks and NBFCs.
- Key Performance Indicators (KPIs)Monthly business sourcing and disbursement achievement.
- Lead-to-login and login-to-disbursement conversion.
- Customer acquisition and retention.
- Customer satisfaction and service turnaround time.
- Quality of documentation and application processing.
- Referral business generation and portfolio growth.

Who Should Apply?We welcome motivated candidates with a passion for customer service, financial products and relationship-driven sales. Applicants with experience in Personal Loans, Business Loans and other retail lending products will have an added advantage.

Apply Now – Build Your Career With Kanagadhara!

Contact: +91 93674 99997

WhatsApp: +91 90470 99997

Website: www.loanshopie.com

KANAGADHARA CREDIT MANAGEMENT SERVICES PRIVATE LIMITED

Building Trust. Securing Futures.

Since 2006

📌 Customer Relationship Manager (Coimbatore)
🏢 Kanagadhara Credit Management Services
📍 Coimbatore