Customer Relationship Executive (Pariyaram)

Customer Relationship Executive (Pariyaram)

08 Nov
|
Cherussery Finance Private
|
Pariyaram

08 Nov

Cherussery Finance Private

Pariyaram

Job Title : CRE(Pariyaram Branch)

Cherussery Finance Ltd

Cherussery Finance Ltd is a company registered in the state of Andhra Pradesh and taken over by the present stake holders of Kerala during the year 2016. The company holds a valid NBFC registration since 1989, to do the business of financing all over the India. The company belongs to “Loan Company” under the classification of Reserve Bank.

Since at present all the directors and stakeholders are in Thrissur district of Kerala state, now the corporate office of the company has been set in Thrissur.

· Build and maintain strong relationships with customers.

· Identify and generate leads for loan products such as personal loans, business loans, gold loans, vehicle loans, etc.

· Explain NBFC products, services, interest rates, and repayment terms to customers.

· Follow up with potential and existing customers for business generation.

· Assist customers in documentation and loan application processing.

· Coordinate with credit, legal, and operations teams for smooth loan disbursement.

· Achieve monthly sales and business targets.

· Handle customer complaints and provide timely resolution.

· Ensure KYC and compliance documents are collected properly.

· Maintain MIS reports and customer data.

· Support insurance cross-selling and other financial products if required.





· Conduct field visits and customer follow-ups when needed.

Required Skills:

- Strong communication and interpersonal skills.
- Customer handling and relationship management.
- Sales and negotiation skills.
- Basic knowledge of loan products and NBFC operations.
- Valuable follow-up and coordination skills.
- MS Excel / basic computer knowledge.
- Problem-solving ability.

Qualification:

- Bachelor’s Degree in any discipline.
- Experience in NBFC / Banking / Financial Services preferred.

Experience:

- 0–3 years (Freshers can also apply, if required).

Key Performance Indicators (KPI):

- Monthly business/loan targets achieved.
- Customer retention and satisfaction.
- Lead conversion ratio.
- Documentation accuracy.
- Insurance and cross-selling targets.

Work Conditions:

- Branch-based role with customer interaction and occasional field visits.
- Target-oriented position.

This JD works well if your CRE role includes business loans + NCD + insurance, which seems aligned with your NBFC work.

Top of Form

Job Location

Pariyaram Branch

Job Type: Full-time

Benefits

- Commuter assistance
- Internet reimbursement

send to your cv/resume [email protected] watsapp number :(phone hidden) Pay: ₹12,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Customer Relationship Executive (Pariyaram)
🏢 Cherussery Finance Private
📍 Pariyaram

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