The Customer Relationship Executive will be responsible for developing and maintaining customer relationships, sourcing new customers for fixed deposits (FDs), banking and financial products, and insurance services. The role involves identifying potential customers, generating business leads, explaining financial products, supporting customer onboarding, and achieving assigned business targets while ensuring customer satisfaction and compliance with company policies.
Key Responsibilities
- Develop and maintain robust relationships with existing and prospective customers.
- Source customers for fixed deposits (FDs) and achieve assigned deposit mobilisation targets.
- Generate leads for banking and other financial products offered by the company or its authorised partners.
- Source prospective customers for insurance products and coordinate policy processing.
- Conduct field visits, customer meetings, and follow-ups to generate new business opportunities.
- Handle customer enquiries, maintain accurate documentation, and achieve assigned business targets.