Customer Relationship Executive

CBS GROUP OF COMPANIES; Chennai District; On-site; INR 150,000 - 210,000; Full time

Job summary

CBS GROUP OF COMPANIES is seeking a Customer Relationship Executive (CRE) in Chennai. Freshers can apply. The role involves handling customer communication, maintaining records, and explaining MF concepts to customers. Proactive follow-ups and teamwork are essential to deliver a positive customer experience.

The position requires good Excel skills and documentation ability, with occasional travel. A quick learner with strong interpersonal skills will fit well in this customer-facing role.

Qualifications

• Freshers may apply; no prior experience required.
• Good knowledge of Excel and documentation.
• Basic understanding of Mutual Fund concepts.

Responsibilities

• Handle customer communication and follow-ups.
• Maintain customer records and documentation.
• Use Excel to update and manage customer data.
• Explain basic Mutual Fund concepts to customers.
• Coordinate with customers and internal teams.
• Address basic customer queries and provide support.
• Maintain regular follow-ups to ensure good customer experience.
• Occasional travel may be required.

Skills

Interpersonal skills

Communication skills

Documentation

Quick learner

Tools

Excel

Job description

Position: Customer Relationship Executive (CRE)

Experience: Freshers can apply

Key Responsibilities

• Handle customer communication and follow-ups.
• Maintain customer records and documentation.
• Use Excel to update and manage customer data.
• Understand and explain basic Mutual Fund (MF) concepts to customers.
• Coordinate with customers and internal teams as required.
• Address basic customer queries and provide necessary support.
• Maintain regular follow-ups and ensure a good customer experience.
• Occasional travel may be required.

Candidate Requirements

• Freshers/candidates with no prior experience can apply.
• Good knowledge of Excel and documentation.
• Basic understanding of Mutual Fund concepts.
• Quick learner with a positive attitude.
• Good interpersonal and customer-handling skills.