Customer Relationship Executive

Supra Pacific Financial Services; Vasco da Gama, South Goa District, Mapusa; On-site; INR 180,000 - 300,000; Full time

Job summary

Supra Pacific Financial Services in Goa is seeking a Customer Relationship Executive for our NBFC branch operations. The role focuses on customer handling, business generation, follow-up activities, and supporting branch operations while ensuring excellent customer service.

Key responsibilities include handling walk-in customers, explaining financial products, building relationships, supporting acquisition, following up with customers, assisting in loan processing and documentation, coordinating

Qualifications

• Graduate/Plus Two with relevant experience.
• Good communication and interpersonal skills.
• Basic computer knowledge.
• Customer handling and sales skills preferred.
• Target-oriented and willing to work in field/customer interaction activities.

Responsibilities

• Handle walk-in customers and explain financial products/services.
• Build and maintain strong customer relationships.
• Support customer acquisition and business development activities.
• Follow up with existing and prospective customers.
• Assist in loan processing, documentation, and verification.
• Coordinate with branch team for smooth operations.
• Handle customer queries, complaints, and service requests.
• Maintain customer records and update MIS reports.
• Support collection follow-up and recovery activities when required.
• Ensure compliance with company policies and procedures.

Skills

Customer handling

Communication skills

Sales skills

MS Excel

Education

Graduate / Plus Two

Tools

MIS reports

Job description

Role & responsibilities

Job Description

We are looking for a customer-focused and energetic Customer Relationship Executive for our NBFC branch operations. The candidate will be responsible for customer handling, business generation, follow-up activities, and supporting branch operations while ensuring excellent customer service.

Key Responsibilities

• Handle walk-in customers and explain financial products/services
• Build and maintain strong customer relationships
• Support customer acquisition and business development activities
• Follow up with existing and prospective customers
• Assist in loan processing, documentation, and verification
• Coordinate with branch team for smooth operations
• Handle customer queries, complaints, and service requests
• Maintain customer records and update MIS reports
• Support collection follow-up and recovery activities when required
• Ensure compliance with company policies and procedures

Preferred candidate profile

Desired Candidate Profile

• Graduate / Plus Two with relevant experience
• Freshers and experienced candidates can apply
• Good communication and interpersonal skills
• Basic computer knowledge
• Customer handling and sales skills preferred
• Target-oriented and willing to work in field/customer interaction activities