Customer Relationship Executive - Sales and Client Management

Tata Capital Finance Ltd; Lucknow; On-site; INR 300,000 - 500,000; Full time

Job summary

Tata Capital Finance Ltd. in Lucknow is looking for a Customer Relationship Executive for Near Prime Housing sales in the Direct Channel.

The role focuses on acquiring and maintaining client relationships, identifying target areas, prescreening segments, and promoting cross-sell of multiple products while ensuring RBI/regulatory compliance and strong vendor relations. The candidate will build distribution channels, drive promotions, and ensure customer satisfaction by understanding needs and

Qualifications

• Graduate in any discipline.
• Identify target areas for prospective business.
• Pre-screen customer segments as per the organization norms.
• Ensure the number of login along with disbursement.
• Ensure high customer satisfaction level by proactively understanding customer needs and cross- sell multiple products as per the requirements.
• Execute sales promotion activities to build customer interest in the TCFSL brand.
• Build strong client relationships both internally and externally and build a strong brand identification with potential customers.
• Ensure vendor empanelment and develop relationships with new vendors.
• Develop strong distribution channels.
• Ensure compliance to all Audit / RBI regulations.

Responsibilities

• Achieving business targets by acquiring new client relationships and maintaining them.
• Build and maintain relationships with clients to ensure satisfaction and retention.
• Promote cross-selling of multiple products as per customer needs.
• Execute sales promotions to boost brand visibility and interest in the TCFSL brand.
• Develop and strengthen distribution channels and vendor networks.
• Ensure compliance with RBI regulations and audit requirements.

Skills

Customer relationship management

Prescreening customers

Cross-selling

Sales promotion

Channel development

Regulatory compliance

Education

Graduate in any discipline

Job description

Customer Relationship Executive - Near Prime - Housing - DM - Sales - Direct Channel - Lucknow - Gomti Nagar - CRE

Achieving business targets as laid down by acquiring new client relationships and maintaining them.

• Graduate in any discipline
• Identify target areas for prospective business
• Pre-screen customer segments as per the organization norms
• Ensure the number of log in along with disbursement
• Ensure high customer satisfaction level by proactively understanding customer needs and cross- sell multiple products as per the requirements
• Execute sales promotion activities to build customer interest in the TCFSL brand
• Build strong client relationships both internally and externally and build a strong brand identification with potential customers.
• Ensure vendor empanelment and develop relationships with new vendors.
• Develop strong distribution channels
• Ensure compliance to all Audit / RBI regulations.